All ideas

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.

User needs ability to set up default appointment time in Mobile like in web.

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.

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...

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

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

My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...