All ideas

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts

To provide Users to add notes without setting up an event.

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...

It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular busines...

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

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...

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

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.

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