All ideas

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.

if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...

when tracking mileage in the expenses tab. It would be nice if you could add google maps for more accurate mileage ad also if it would auto calculate the mileage rate instead of having to manually having to do it.

Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos From Edge, Webinars, Intro to Market Insight Videos are not linking to show content

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.

Update the app to work with Google Voice as the default phone app for iOS.