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...

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.

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

Setting up the crm we are going to market spotlight and adding physicians as contacts through assigning ownership. But to get the full functionality they all must be tied to an account. The suggestion was to add the physician as a "clinic" which i...

Mirror the mapping capabilities from the App to the Web

Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.

Month-over-Month historical user trending report

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

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

some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile