When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.

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...

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"

to help properly categorize clients need other specialties : Wound Care

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.

It would be very helpful if the contacts within an Account were listed alphabetically.

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

With the new face of CRM, Fonts are not easy to be read

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