Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

Create a custom view and have the ability to assign it to specific users/roles

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.

Change date range on my performance summary in Home Tab.

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.