one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...

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.

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...

With the new face of CRM, Fonts are not easy to be read

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?

We need a pop to offer event types rather than default.

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins