All ideas

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...

User needs ability to set up default appointment time in Mobile like in web.

I am receiving hospice referrals and I am only a representative for home health. Please unattach my name from hospice. . I need my HOME HEALTH referrals attached to my name in the system for an accurate report. There are no reports for home hea...

We currently have this at the user level but not at the Team & Agency

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

I can see all physicians that are at that address and choose the one I’m looking for.

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

Is there a way we can merge accounts that are the same?

Integrations is asked continually when did we last get an update from EHR