Reporting for Conversion ratio by LOB matched against state and national average

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.

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Goals When Feb 1 hits, my goals reset, which I want - but I also want to look back at January and I can't. Or even a quarter lookback

The scanner ends up having more errors which causes more editing for a rep which does not = time savings.

NTUC/Non-admit reason (map from HCHB) CSM is Madison Discussed on Jedi

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.

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.

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.

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