All ideas

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

Customers want the ability to customize what is in the Account/Contact Rating field.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there

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.

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

This will allow managers to customize their expense views for exporting purposes.

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