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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

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Showing 295 of 295

Event Type Date Span to mimic Outlook

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
Maegan Williams 3 months ago in Calendar & Events 0

Need to have address add it to Contact when we are adding a new contact to a facility

Address needs to automatically populate when adding a new contact to a facility from the facility tab
Guest 7 months ago in Accounts & Contacts 1

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

Notifications - New Notes

Alert the Referral/Order owner once there has been an update to the associated notes.
Jessi Owens 4 months ago in Reporting 0

Attach documentation

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.
Jessi Owens 4 months ago in Referrals 0 Future consideration

Mobile App - Manual addition of intake notes with templates

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake
Jessi Owens 4 months ago in Referrals 0

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens 4 months ago in Reporting 0

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 4 months ago in Referrals 0 Already exists

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens 4 months ago in Referrals 0 Will not implement

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 11 months ago in Admin & Settings 0