Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

Black out days that you are off or not availble.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

Create a custom view and have the ability to assign it to specific users/roles

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY

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

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned