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

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

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...

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

please alphabetize the secondary specialty list available within contacts.

Right now you have to select one contact at a time and click back in to search for another contact to add which can be time-consuming for the users.

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

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