Reporting

to include a filter to identify what the providers role was on the referral/ order

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

We currently have this at the user level but not at the Team & Agency

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

Create a custom view and have the ability to assign it to specific users/roles