We have quite a few sales reps that do meals on wheels for example. They could make at least 10-15 stops in one hour. It's difficult to check in at each stop. It would be beneficial to have one entry with the total miles. Also, sometimes manual ad...

Can we toggle the accounts and physicians by city with the pull out tool below? The rating is nice but isn’t great when we want to hit all accounts within one geographic area, and rather than having a bunch of tabs open, this would keep it super s...

Please add the timeframe in Sales Spotlight in CRM just as it shows in INS.

on the account page>contacts>add a column for contact title - add to trella crm idea center - ability to edit columns in general

It would be very useful to be able to archive an event type on the crm and not lose historical data.

Add the ability for authorized users to mark an Account or Contact as Inactive when that record is no longer relevant for day-to-day CRM activity. This is a systemic request beyond the capabilities of an Object addition. Examples may include: Cl...

Create a user-level display preference that remembers which fields or sections a user has collapsed within the application.

Add a Quick Links navigation bar near the top of applicable app pages that allows users to jump directly to key sections within the page.

Historical call notes created by inactive users should remain visible within the account and contact historical notes experience on the web so users retain complete account context regardless of employee status. Transitions Hospice identified that...

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