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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.
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Remove Shared Owner Report

Create an action mimic the request owner workflow for removing ownership
Alex Chesnutt 11 months ago in Reporting 0 On Roadmap

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 12 months ago in Accounts & Contacts 1

When reps complete activities on their phone, the event type defaults to other if they have to make a change in the schedule.

We need a pop to offer event types rather than default.
Guest 6 months ago in Admin & Settings 0

CRM Mobile> Status Confirmation when saving Events

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
Guest 6 months ago in Calendar & Events 0

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt about 1 year ago in Calendar & Events 0

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 7 months ago in Reporting 0

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie 7 months ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest 7 months ago in Calendar & Events 0

add action to task

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Guest 7 months ago in Accounts & Contacts 0

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 about 1 year ago in Market Data 0