All ideas

Change date range on my performance summary in Home Tab.

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

need search capability for mobile that looks for key words in multiple fields, not just the name of the practice (ie. city, zip, phone number)

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.

Customer would like to be notified in MAR CRM if there is an increase or decrease in referrals from physicians to be made aware if referral trends are increasing or decreasing. They would also like to be notified when they get a new referral from ...

Would be great if we can have a default view Zoomed in or out for laptops and multiple display sizes to avoid scrolling and be able to view the whole columns and tabs without the need to scroll on bars and sliders.

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...