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...

Give the ability for admins to lock down call notes so users cannot modify picklist text. In addition, it would be helpful to enable multi-select behavior so users can indicate multiple discussion topics within a single visit.

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

On account pages where there are 100+ contacts associated, it can be hard for users to find the contacts they are looking for. It would be helpful to have a filter above this section that users could use to filter down to the contacts owned by a c...

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.

Exporting mileage totals for all employees in one report. Exporting individually is not a good solution.

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

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.

Add a Provider photo to their contact

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior