some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile

Customers want the ability to customize what is in the Account/Contact Rating field.

Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner

Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...

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

Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

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

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.