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

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.

allow for other custom objects to be required in addition to name.

Need a way to trigger new fields to appear based on prior selections like recurrence in events.

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.

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...

Address needs to automatically populate when adding a new contact to a facility from the facility tab

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.