Add a Quick Links navigation bar near the top of applicable app pages that allows users to jump directly to key sections within the page.

We need to have the ability for Admins to bulk upload goals within the CRM.

Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...

To eliminate the need for having LOB-labeled event types, it would be helpful if specific event types could only be visible to certain business lines.

Our site has a virtual team meeting M-F from 8:00 AM to approx 8:30 AM and an afternoon virtual meeting from 4:00 - 4:30 PM

Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...

Add search functionality in top search bar in CRM to allow for phone # searching as well as within the market spotlight including searching the address within the Market Spotlight search function in the CRM

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.

Referrals in CRM always require a primary physician, and this is not configurable. When a referral comes in as a self, patient, or family referral, there is often no referring or primary physician to record. Users can still create these referrals,...

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...