Detailed AE Summary Report Visit frequency to Last Vist
When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
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
over 1 year ago
in Referrals
0
Released
Add Playmaker ID to Referrals screen CSV export file
Request: To have the Playmaker ID be an available option as an available field in the referrals tab so that it can be included in the exported CSV file. Platform: Spark What the client expects: The Playmaker ID should be available when exporting C...
john Agravante
almost 3 years ago
in Referrals
0
Released
0
Released
0
Released
