All ideas

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.

Customers would like to see productivity from users that are no longer at their organization and be able to compare referral differences between the new rep and the old rep.

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...

To provide Users to add notes without setting up an event.

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.

When documenting on a call from my laptop in the calendar, the contact drop-down list appears to only have current contacts. There is no way to add a new contact without getting out and going around to the contacts page, then going back in to comp...

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.

It would be helpful if there was a field in which managers could add notes (and call attention to the feedback) in CRM on the events page/calendar.