Add interactive dashboards similar to the attached example, bringing referral and admission performance into one view. Users should be able to track referrals, admissions, and referral-to-admission conversion rates by referral facility, marketer/a...

Feature Request: Add Reports’ Date Range Presets to Charts Trella already offers preset date ranges under Reports, but this feature is not available under Charts. When running monthly or quarterly charts, we have to select the start and end dates ...

Allow admins to set goals for admissions and for conversion rate (referral to admission) in the CRM Goals feature. Right now, only referral goals and event goals can be set. Conversion rate can only be viewed in a separate report and cannot be tie...

Mileage Assist currently supports a branch start check-in at the beginning of the day but has no equivalent option for end of day. As a result, the mileage driven from a rep's last account stop back to the branch is never logged and does not appea...

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...

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

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

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