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

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...

Alert the Referral/Order owner once there has been an update to the associated notes.

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

Allow Admins / Leaders to see Referrals and Orders that their Team Owns