All ideas

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...

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

We use "Account" for the facility name and this doesn't give us the ability to track physician spend individually. We'd love to have the option of "contact" to assign a specifi dollar amount spent on a physician.

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

We propose the implementation of field locking for certain critical fields in Accounts, ensuring data integrity and preventing unintentional edits. Additionally, we aim to extend this feature to Contacts, specifically focusing on those originating...

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.