All ideas

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.

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...

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.

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

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