Reporting

Alert the Referral/Order owner once there has been an update to the associated notes.

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

More precise report definitions including calculations that are part of each report

Month-over-Month historical user trending report

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...

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

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

Summarize the notes from a particular period of the DVR with key insights

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.

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.