Add additional filters to allow us to create goals based on codes and recurring vs new orders.

It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).

Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

Add the ability to view associated Expense-related receipts into the Expense reports

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.