Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.

Add a Provider photo to their contact

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.

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.

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...

Today, CRM events can be saved with either an Account or a Contact associated, but not necessarily both. Add a configurable option (organization or admin-level setting) that allows administrators to require both an Account and a Contact before an ...

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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

To provide Users to add notes without setting up an event.

Add a push notification when a referral status is changed to Discharge