customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.

NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

Create an action mimic the request owner workflow for removing ownership

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.