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

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.

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...

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...

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.

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.