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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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NPI HYPERLINK

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.
Guest 3 months ago in Accounts & Contacts 0 Already exists

Ability to limit fields in Account & Contact + Other Objects

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...
Marc Angelo De Guzman 9 months ago in Admin & Settings 0

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 9 months ago in Calendar & Events 1 Coming Soon!

Customer Fields - Customize Required Fields

allow for other custom objects to be required in addition to name.
Guest 3 months ago in Accounts & Contacts 0

Drag/Drop Calendar on Mobile

It would nice if we could mimic CRM Web Calendar or even Outlook Mobile Calendar drag/drop feature for CRM Mobile.
Maegan Williams 3 months ago in Calendar & Events 0 Will not implement

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens about 1 year ago in Reporting 0 Will not implement

Date of birth

Include patient dare of birth in the notifications
Guest 3 months ago in Referrals 0 Already exists

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 3 months ago in Referrals 0 Future consideration

market spotlight - add hospice last claimed

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.
Guest 7 months ago in Market Data 0

Add short explanations and/or tips for CRM fields

This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.
Daniel Simpson 3 months ago in Admin & Settings 0