All sales people would benefit

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

Is there a way we can merge accounts that are the same?

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.

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...

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

WHEN IN THEFILED, USING THE PHONE APP, IT WOULD BE GOOD TO HAVE A TIME SAVER/ORGAINZATION FEATURE TO SORT/FILTER BY THE GEOGRAPHY OF THE AREA WHERE I PHYSICALLY AM WORKING. NOW ALL ACCOUNTS ARE IN LINE ALPHABETICALLY SO I WOULD NEED A LIST OF ACCO...

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.