add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded

Default my event type based on a user, group of users, or LOB

Allow me to move or delete entire calendar days more easily vs having to change one by one.

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

Request to present the available fields within the view section alphabetically first and integration fields last