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.

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.

Example: Run Rate: (# admits / the currently completed working days) x total working days Ex: August has 22 working days and a rep has 14 admits with a goal of 33. 14 admits / 16 completed days (Friday's math) 14/16 = .875 .875 x 22 (#working ...

Events: Allow other users to document events for other reps (dual credit)

Managers would like to only see their list of users in the Team tab list.

Schedulable reports so progress reports can be sent to other teams via email

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.

Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.