All ideas

I think it would save time when adding these.

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.

The format for the phone number in creating contact in CRM is only 10 Characters, and it cuts off the 2 digit of the phone number when copy and pasted .with the Country code.

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

need another rating level for disregarded accounts

Black out days that you are off or not availble.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...