Accounts & Contacts

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...

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 ...

allows follow up and building of new accounts.

Many customers use ratings to determine the importance of an account or contact and prioritize scheduling events accordingly.

I want to have a map like the market spotlight on mobile, where I can see my accounts that have an address. I want to be able to see a map of my area and visit all the accounts in the area. It's much easier to do that seeing them on a map

Customers have reported that the "Account" field in Contact Details can be confusing because it looks very similar to the associated accounts list. This makes it difficult for users to quickly identify the primary account versus other associated a...

We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.

I would like the ability to associate contacts with other contacts in Trella and put a relationship, so if I meet a doctors referral coordinator, I can add that person into the CRM and then add an association with that provider. I would also like ...

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.