Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...

Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.