All ideas

Give the ability for admins to lock down call notes so users cannot modify picklist text. In addition, it would be helpful to enable multi-select behavior so users can indicate multiple discussion topics within a single visit.

On account pages where there are 100+ contacts associated, it can be hard for users to find the contacts they are looking for. It would be helpful to have a filter above this section that users could use to filter down to the contacts owned by a c...

Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...

allows follow up and building of new accounts.

We need to have the ability for Admins to bulk upload goals within the CRM.

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

Many customers use ratings to determine the importance of an account or contact and prioritize scheduling events accordingly.

Allows users to select multiple templates to more accurately reflect their activity without the need for manual entry.

Allows sales reps to add notes for the intake/clinical team to view inside their EHR. Typically, sales has access only to the CRM, and intake/clinicians have access only to the EHR. There needs to be a way for these systems to communicate with eac...

I want to have a map like the market spotlight on mobile, where I can see my accounts that have an address. I want to be able to see a map of my area and visit all the accounts in the area. It's much easier to do that seeing them on a map