Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.

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...

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.

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

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).

All sales people would benefit

In mobile it is very easy to miss adding an account to a contact

Update the app to work with Google Voice as the default phone app for iOS.

To provide Users to add notes without setting up an event.