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.

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...

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.

please alphabetize the secondary specialty list available within contacts.

Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.

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.