All ideas

Allow data to flow between concur and the CRM

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

We would like these collapsed to allow for easier navigation to lower portion of the screen that contains headings such as Contacts, Monthly Events, Referrals, etc.

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.

In printing / exporting the ER the font needs to be increased because it is too small.

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving

Users can be able to filter the contacts/accounts based on their targeted city.