This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time
It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green
about 2 years ago
in Reporting
2
Already exists
Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"