When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

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...

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

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

Request to present the available fields within the view section alphabetically first and integration fields last

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...