Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.

Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.

Allow tasks to be associated with other objects

Summarize the notes from a particular period of the DVR with key insights

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.

contact titles should be visible without having to click on the contact

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.