Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

Idea: To have a map function that will pinpoint the location of an account or contact using their address.

Client would like to have the ability to export and calculate in Market Spotlight.

Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...

Episodic Level Reporting

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.