It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

Month-over-Month historical user trending report

Create an action mimic the request owner workflow for removing ownership

Report with list of all Accounts and Contacts merge history with merge hierarchy.

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...

Reporting for Conversion ratio by LOB matched against state and national average

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Alert the Referral/Order owner once there has been an update to the associated notes.