Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

All ideas

Showing 179 of 179

Home page map shows accounts near by

When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.
Victoria Poppino 7 months ago in Accounts & Contacts 0

"All" filter view for orders in mobile application

Need to see more than just my orders and a few recents
Coy Privette 8 months ago in Accounts & Contacts 1 Will not implement

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest 8 months ago in Reporting 0

MAR Edge > Ability to Change the Naming Convention on the Dashboard Charts

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut 8 months ago in Reporting 0

Include Additional Filter to Inactivity Report

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.
Nica Yabut 8 months ago in Reporting 0

Auto populate Account for an order based on Physician selected

List associated account for prescriber in orders view
Coy Privette 8 months ago in Accounts & Contacts 0

Add order from Patient profile

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.
Coy Privette 8 months ago in Accounts & Contacts 0

Mobile filter of Accounts by other fields than name

need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)
Coy Privette 8 months ago in Accounts & Contacts 0

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut 8 months ago in Admin & Settings / Calendar & Events 0 Will not implement

Add Hospice Last Claimed Counts to Map Filter Criteria

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
Guest 8 months ago in Market Data 0 Future consideration