If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

Please add a Goal filter of Contact

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...

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 help properly categorize clients need other specialties : Wound Care

I’d like to schedule an event on my calendar with patients

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