If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.

Add the ability to assign Accounts and Contacts to others on the Mobile app

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"

Ability to store my own business card in the mobile app to have handy.

More precise report definitions including calculations that are part of each report

specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-phy...

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

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.