Goals

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.

A user have srequested to add functionality to be ablet set goals in a weekly duration.

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...