Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.

contact titles should be visible without having to click on the contact

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)

To have an option base on User's familiarity of the software

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.