All ideas

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.

I can see all physicians that are at that address and choose the one I’m looking for.

It would be helpful if there was a field in which managers could add notes (and call attention to the feedback) in CRM on the events page/calendar.

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.

In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.