As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
PINNED
Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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
3 months ago
in Referrals
0
Will not implement
Adding option to add referral owner field when creating new referral
User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Guest
2 months ago
in Referrals
0
Will not implement
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
Non functioning system Work for sales rep whiches who utilizes
This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
0
Will not implement
0
Will not implement
