Change default tasks due date/time to same-day. the default for the next day is inefficient can can contribute to missed and important items that need to be addressed same day.
Customer wants the ability to set the default due date/time for newly created tasks to the current day (same-day) instead of manually changing it each time.
More in depth tracking for Mass SMS - like responses, unsubscribe rate, etc.
Similar to the Mass email information would be great, but tracking responses would be great too.
SMS Reply Rate in the workflow stats tab.
Would be nice to see the Reply Rate for SMSs specifaclly in the workflow tab. I can see Email reply rate, but that's not a useful of a stat as tracking SMS replies.
User wants to send CRM events to Bing Ads, including phone calls from number pools, converted leads, and completed surgeries — similar to the existing Google Ads conversion tracking setup.
Global queue to view and manage all pending scheduled (timed) messages
want to be able to have a specific folder for pending timed messages in case we need to go back and edit. it is impossible to remember all the patients and who we have planned messages to go out and go into each individual details to locate.
Custom Treatment Nurtures
Aesthetix CRM will build custom lead nurture campaigns for specific treatments. We will start with the following for med spa and plastic surgery:
- Morpheus8 RF Microneedling
- Breast Augmentation
- Mommy Makeover
- Body Sculpting (Emsculpt NEO, Coolsculpting, TruBody, etc.)
*Some nurtures may be add-on purchases for customization and setup.
Add "Dismiss SLA" option to Inbox Actions dropdown for multi-select
I want to be able to select multiple inbox messages at once and then choose an option to "dismiss SLA" for them. I'd also like to customize the options shown in the Actions dropdown in the Inbox, such as adding, removing, or reordering them.
Automatically surface mentions and missed calls as unread at top of Inbox
Please let me have all @mentions and missed calls appear as unread conversations needing attention at the top of my Inbox, like new email.
Add Saved External Phone Numbers to Call Transfer Destinations
Allow frequently used external phone numbers/site numbers to be configured as named transfer destinations, so they appear alongside internal users in the Blind/Warm Transfer list.
HIPAA Compliant Web Analytics
Replace Google Analytics with a cookieless, customizable, and privacy-first analytics platform. Own and control your data. Be ready for the future of digital advertising.
Aesthetix Activate Powered By Corral Data
Advanced analytics, enterprise grade data warehouse, and sophisticated patient reactivation fully integrated with Aesthetix CRM and your EMR.
Office Hours for Workflows Etc to Follow
It would be great to be able to enter office hours, including planned closures for holidays etc, and for workflows and automated messages to be sent during that time. For example, we were closed for Memorial Day but many first-time new lead messages were sent out as if we were open that day. It would have been preferable for them to have gone out on Tuesday after the holiday instead.
Schedule Instagram carousel posts or multiple video stories in one post
User wants to know how to post a carousel (multiple images) or multiple video stories within one scheduled post from the Aesthetix CRM social planner. If not currently possible, this is a feature request to support scheduling multi-asset Instagram posts (carousels and multi-story uploads) in a single scheduled item.
