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...

Month-over-Month historical user trending report

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10

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

Address needs to automatically populate when adding a new contact to a facility from the facility tab

specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-phy...

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

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

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