Accounts & Contacts

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.

When documenting on a call from my laptop in the calendar, the contact drop-down list appears to only have current contacts. There is no way to add a new contact without getting out and going around to the contacts page, then going back in to comp...

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).

One provider may work at multiple facilities (Accounts).

All sales people would benefit

In mobile it is very easy to miss adding an account to a contact

Update the app to work with Google Voice as the default phone app for iOS.

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

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.