Add a push notification when a referral status is changed to Discharge

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...

This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"

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