Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...

Change date range on my performance summary in Home Tab.

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...