Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...

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

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

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.

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...

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

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.

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...

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.