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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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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
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All ideas

    Showing 342 of 342

    Reminder lists

    Can you add a "task " or To do reminder list? For example, I may want to put a reminder to order a lunch on Monday for Thurs but it's not really an event.
    Guest 6 days ago in Calendar & Events 0

    AI in the microphone for notes so that it can summarize and condense notes and put it in a organized way.

    please do this
    Guest 7 days ago in Calendar & Events 0

    Bulk upload Goals

    We need to have the ability for Admins to bulk upload goals within the CRM.
    Maegan Williams 10 days ago in Goals 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens 15 days ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens 15 days ago in Calendar & Events 0

    for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact

    users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
    Guest 20 days ago in Calendar & Events 0

    Ability to view all referrals within their agency on Mobile app

    Specifically, we need each marketer to view all referrals within their agency, not just their own.
    Guest 21 days ago in Referrals 0

    Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI

    It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.
    Ashley Scrimo 27 days ago in Coaching 0

    Ability to bulk select contacts when creating an event

    Currently the customer has to repeat steps in order to associate multiple contacts to an event.
    Marissa Atwell 28 days ago in Calendar & Events 0

    Ability to edit an already scheduled event to be reoccurring

    All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.
    Marissa Atwell 28 days ago in Calendar & Events 0