With the new face of CRM, Fonts are not easy to be read

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

All sales people would benefit

Is there a way we can merge accounts that are the same?

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.