the prior crm view allowed for search city - zip - this could dbe so helpful for inside sales to field sales for drive and teritory quick searching for other local drs we are doing biz with in the area

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for 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.

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts

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)

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...

It saves time entering when you talk to multiple contacts but you need so many calls per week

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

Idea: To have a map function that will pinpoint the location of an account or contact using their address.