Point of Care Ideas

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BPCRM - Referrals add filter for Assigned too

It would be helpful to be able to filter down to who the referral was assigned too so once this opens up to the CSMs they could filter to just the referrals assigned to them vs looking at the entire list by branch.

  • Shae Eaton
  • Jul 9 2026
  • Needs Review
Idea Background

I am part of the pilot and just got access for my CSM team to begin using BPCRM referrals and felt it will be helpful and less overwhelming for them to have the ability to filter down to referrals assigned to them vs looking at the whole list.

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Idea Benefit

It will make the regular CSM task faster and more efficient if they can filter down the list to what referrals they need to be working only.

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Compliance Risk- Business Score 2-Med (Moderate impact, department level)
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