Introduce more prompting using the Conversation Starters based on the person we’re talking during events to produce a talk track.

There are cases when user would need to transfer contacts associated to an account to another account

It would be very helpful if the contacts within an Account were listed alphabetically.

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.