When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

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.

N/A

please add LT or CLT to allow designation for lymphedema therapist under title (one of our main targets)

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.

being able to create events with patients (not just contacts and accounts), can this also be linked to the patient Provider?

to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...

vascular surgeon And cardiovascular are both needed in our buisness for primary and secondary specialist

Increase the maximum allowance of contacts per event to greater than 8.

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.