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

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...

Report with list of all Accounts and Contacts merge history with merge hierarchy.

My Calendar is oversaturated with invites and I want to see which events I own.

Ability to set the global default reminder time when creating new events.

When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.

N/A

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

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...