We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits

We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.