Accounts & Contacts

need to be able to see more as a manager in mobile (for example- orders list)

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.

Need to see more than just my orders and a few recents

List associated account for prescriber in orders view

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.

need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)

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...