All ideas

Ability to Change the Naming Convention on the Dashboard Charts

List associated account for prescriber in orders view

Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.

We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.

have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming

Need to be able to customize report time frame for all reports.

Should not have to type account name (which is already assigned) in subject line of new event in order for it to show up on the calendar.

Need to be able to add custom fields into reports and filter by them.

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)