Accounts & Contacts

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

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 search functionality in top search bar in CRM to allow for phone # searching as well as within the market spotlight including searching the address within the Market Spotlight search function in the CRM

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 ...

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...

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.

Customers want the ability to customize what is in the Account/Contact Rating field.