It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...

some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.

Since accounts pull through on the Top 10 overview page based on referrals and not necessarily ownership, it would be helpful to quickly see if that account is owned/not owned by the user.

Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner

Add the ability to view associated Expense-related receipts into the Expense reports

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.