All ideas

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

A way to set default range for historical call notes for one year instead of just the current.

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).

As an admin, being able to login as either a specific user or in the same role as a user

User said a lot of CRMS has this functionality

Users would have an option to complete events in bulk.

A user have srequested to add functionality to be ablet set goals in a weekly duration.

Update the app to work with Google Voice as the default phone app for iOS.

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.