Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

Reporting for Conversion ratio by LOB matched against state and national average

Add a Provider photo to their contact

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.

Month-over-Month historical user trending report

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded