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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 Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 343 of 343

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 7 months ago in Accounts & Contacts 0 Will not implement

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 7 months ago in Goals 0 Will not implement

email notification on goal sharing

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there
Guest 7 months ago in Goals 0 On Roadmap

More talk track prompting using CRM and INS data

Introduce more prompting using the Conversation Starters based on the person we’re talking during events to produce a talk track.
Alex Chesnutt 7 months ago in Market Data 0

Ability to Bulk associate contacts from one Account to another acount

There are cases when user would need to transfer contacts associated to an account to another account
Marc Angelo De Guzman 7 months ago in Accounts & Contacts 0

Contacts within an account

It would be very helpful if the contacts within an Account were listed alphabetically.
Guest 7 months ago in Accounts & Contacts 0 Already exists

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens about 1 year ago in Reporting 0 Future consideration

Adding New Date Range - current and previous week within Reporting Field

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report
Marc De Guzman 7 months ago in Reporting 0

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens about 1 year ago in Accounts & Contacts 0 Will not implement

Auto-close the event after X days without completing

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.
Alex Chesnutt 7 months ago in Calendar & Events 0