All ideas

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.

the prior crm view allowed for search city - zip - this could dbe so helpful for inside sales to field sales for drive and teritory quick searching for other local drs we are doing biz with in the area

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)

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

It would be easier to understand the parameters and sample entry of the data in the CSV template that we can relay to customers.

When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.

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...