Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.

Add the ability to assign Accounts and Contacts to others on the Mobile app

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report

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)...

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.

Add a Provider photo to their contact

Ability to store my own business card in the mobile app to have handy.