Reporting

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.

Add the ability to view associated Expense-related receipts into the Expense reports

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

More precise report definitions including calculations that are part of each report

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.