All ideas

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

I can see all physicians that are at that address and choose the one I’m looking for.

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...

User needs ability to set up default appointment time in Mobile like in web.