Managers would like to only see their list of users in the Team tab list.

Schedulable reports so progress reports can be sent to other teams via email

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.

Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.

Allow tasks to be associated with other objects

Summarize the notes from a particular period of the DVR with key insights

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.

contact titles should be visible without having to click on the contact