I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

When I create an event from the account or contact Subject will populated with the account or contact name!

Address needs to automatically populate when adding a new contact to a facility from the facility tab

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

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.