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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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All ideas

Showing 56

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 about 1 year 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 5 months 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 1 year 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 4 months 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 1 year 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 over 2 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 about 2 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 6 months 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 1 year 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 about 2 years ago in Calendar & Events 0 Will not implement