Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

Allow Admins / Leaders to see Referrals and Orders that their Team Owns

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type

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.

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...

Default my event type based on a user, group of users, or LOB