On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.

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.

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.

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)

Bulk selection and filter by Branch when Creating Views for Specific Users

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.