The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.

When I create an event from the account or contact Subject will populated with the account or contact name!

Address needs to automatically populate when adding a new contact to a facility from the facility tab

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

To provide Users to add notes without setting up an event.

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.