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

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

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...

We currently have this at the user level but not at the Team & Agency