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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
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All ideas

    Showing 63

    Adding an Option to Add Additional Communication Notes on CRM Mobile.

    To provide Users to add notes without setting up an event.
    Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 0 Will not implement

    Mobile Event drag and drop

    Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
    Jessi Owens about 1 year ago in Calendar & Events 0 Will not implement

    AE Productivity Report - Ratio as %

    Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
    Jessi Owens about 2 years ago in Reporting 0 Will not implement

    For the notification of referral or admit, please show the Physician name versus the patient.

    In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...
    Ashley Scrimo about 1 year ago in Referrals 0 Will not implement

    MARCRM Overview Tab

    Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins
    Jessi Owens over 2 years ago in  0 Will not implement

    switch for Menu bar Options (Top or Side)

    To have an option base on User's familiarity of the software
    Guest about 3 years ago in Admin & Settings 3 Will not implement

    View search selection hold for bulk updating ownership

    On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
    Ashley Scrimo 11 months ago in Accounts & Contacts 0 Will not implement

    Merge allowance

    Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
    Jessi Owens over 1 year ago in Accounts & Contacts 0 Will not implement

    Extend Map visibility across all event days

    When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
    Jessi Owens over 2 years ago in Calendar & Events 0 Will not implement

    Default Event Type to "Call" when making a call from the Mobile App

    When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
    Madison Burns almost 3 years ago in Calendar & Events 0 Will not implement