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 ...

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

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.

Provide the ability to set a default search option within Market Spotlight (Ex: TPN, IG, etc)

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.

when I type info in the additional notes section and format them with line breaks, when I save the record, the formatting is lost. Paragraphs and unordered/ordered lists would be amazing

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

Default my event type based on a user, group of users, or LOB