End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

Account Review - charts or graphs that show you gave us this many referrals & it turned into x admissions that reps can review with accounts

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts. The functionality would be similar to when a contact is created from and ...

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

when tracking mileage in the expenses tab. It would be nice if you could add google maps for more accurate mileage ad also if it would auto calculate the mileage rate instead of having to manually having to do it.

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.