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

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.

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.

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.

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

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.