Merging I'm merging with another company on Mar CRM. I'm told my reps activity/notes will not map over to the other instance. This means we will lose all of our important data. We also bonus our reps based on their documentation. I haven't told th...

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

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.

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

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.

Add a Provider photo to their contact

WHEN YOU ENTER THE NPI NUMBER FOR A PHYSICIAN HAVE THE OPTION TO PULL THE DATA FROM NPI REGISTRY TO AUTO FILL ADDRESS, PHONE, FAX, ETX.

allow for other custom objects to be required in addition to name.