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.

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.

Account rankings should be displayed on the contacts that are associated with them.

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.

Making a change to a field value in multiple accounts/contacts at one time

Ability to customize what columns show and arrange them in certain order

It would be good practice to know acceptance and who to target as we do with claims data.

Ability to see referrals that are in pending status, the reason, and how long they've been pending.

Need more canned reports that can accurately provide a total number of readmits by referring facility, referring person, and attending physician within a time frame.

Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.