All ideas

Have the ability to block off company holidays on calendars

Changing the date to see monthly events or historical call notes is a hassle. Would love to see a buttom or tab to quickly see alternative views for the last 90 days, 6 months, Year of data or All data to quickly review notes on an account or cont...

LHC has requested to be able to export a coaching session draft. At this time you can only export completed ones.

Give the ability for admins to lock down call notes so users cannot modify picklist text. In addition, it would be helpful to enable multi-select behavior so users can indicate multiple discussion topics within a single visit.

Currently, when reassigning records from a parent account, the assignment page only displays contacts directly associated with the parent account. Contacts under child accounts are not visible during this process. Instead, users can only view and ...

On account pages where there are 100+ contacts associated, it can be hard for users to find the contacts they are looking for. It would be helpful to have a filter above this section that users could use to filter down to the contacts owned by a c...

LHC+Amedisys has requested to have a notes section added to request ownership to state why they are asking for the account.

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

We need to have the ability for Admins to bulk upload goals within the CRM.

Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...