When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.

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...

Merging I'm merging with another company on Mar CRM. I'm told my reps activity/notes will not map over to the other instance. This means we will lose all of our important data. We also bonus our reps based on their documentation. I haven't told th...

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing