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...

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

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

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...

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.

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.