Request to present the available fields within the view section alphabetically first and integration fields last

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

Add the ability to upload and save documents to a patient/referral

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.

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...

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type