Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

As an admin, being able to login as either a specific user or in the same role as a user

All sales people would benefit

I wanted to be able to save files on my accounts and contacts for documentation references

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...

A user have srequested to add functionality to be ablet set goals in a weekly duration.

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.