Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...

Our site has a virtual team meeting M-F from 8:00 AM to approx 8:30 AM and an afternoon virtual meeting from 4:00 - 4:30 PM

Add search functionality in top search bar in CRM to allow for phone # searching as well as within the market spotlight including searching the address within the Market Spotlight search function in the CRM

Referrals in CRM always require a primary physician, and this is not configurable. When a referral comes in as a self, patient, or family referral, there is often no referring or primary physician to record. Users can still create these referrals,...

It would be very useful to be able to archive an event type on the crm and not lose historical data.

Today, CRM events can be saved with either an Account or a Contact associated, but not necessarily both. Add a configurable option (organization or admin-level setting) that allows administrators to require both an Account and a Contact before an ...

To eliminate the need for having LOB-labeled event types, it would be helpful if specific event types could only be visible to certain business lines.

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

We need to have the ability for Admins to bulk upload goals within the CRM.

Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...