adding a feature for a Manager/Admin to mass update Record Field for Accounts.
This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
add in subject and actual completed time and Date Daily Visit report
On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.
Bryan Costreie
6 months ago
in Reporting
0
Already exists
why cant event crm view allow zip code or city search ?
the prior crm view allowed for search city - zip - this could dbe so helpful for inside sales to field sales for drive and teritory quick searching for other local drs we are doing biz with in the area
Create easy way to submit support ticket on CRM Web and Mobile
It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
Show history of coordination notes for patient in CRM, not just the most recent
Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"
Pierre Menard
6 months ago
in Referrals
0
Future consideration
0
Will not implement
