Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...

Customers want the ability to customize what is in the Account/Contact Rating field.

We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.

Currently the customer has to repeat steps in order to associate multiple contacts to an event.

Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...

Our site has a virtual team meeting M-F from 8:00 AM to approx 8:30 AM and an afternoon virtual meeting from 4:00 - 4:30 PM

Add search functionality in top search bar in CRM to allow for phone # searching as well as within the market spotlight including searching the address within the Market Spotlight search function in the CRM

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.

This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.

Referrals in CRM always require a primary physician, and this is not configurable. When a referral comes in as a self, patient, or family referral, there is often no referring or primary physician to record. Users can still create these referrals,...