Reporting

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

Create an action mimic the request owner workflow for removing ownership

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...

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

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

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

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

Summarize the notes from a particular period of the DVR with key insights

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.