User Experience

Right now when you add graphs from an agency page to your clipboard and then into a presentation, it does not label above the graph where a particular table came from/which agency the data in the table or chart respresents.

Forces user to click into the account to see the Salesforce ID. If user is trying to compare multiple accounts' SF IDs then this increases number of clicks.

while there is a workaround to put the custom presentation in landscape when printing & move columns that you want to show to the left, there are still some columns that are not shown when creating a custom presenation. example attached. there...

It would be very helpful if, for the charts that one can download throughout the platform, the definitions of the metrics shown on the "i's" at the top of the columns, were to download with the chart so that the definition and timeframe were visib...

I feel that it would be most beneficial to be able to include this information when building presentations so that when they are printed and shared with providers, they understand the detail after the marketer leaves. I think this is especially im...

For users to be able to delete saved (contact) share list. When users accidentally creates a share list there is no way to delete it. A lot of workarounds were done but not successful such as unticking the emails of the users from the list.

on the explore page, it would be helpful to have a filter that allows you to filter by owner to find all agencies owned by that entity.

These metrics would be helpful to include on the explore page so they could be compared in one view to other facilties in the area.

The top 5 physician sources are not meaningful for most reps, and in some cases managers. We need users to be able to customize the physicians included in the list.

Need this for SNF similar to needs for hospital in the hospice solution Longer length of stay patients (room and board patients, not skilled); care about how deeply they can penetrate the old people who are getting old only capture the rehabing pa...