Automatically delete future events for users once they are disabled for CRM

Increase the ability to delete future events for inactive users from 10 to 100 at a time

Currently the customer has to repeat steps in order to associate multiple contacts to an event.

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

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.

Specifically, we need each marketer to view all referrals within their agency, not just their own.

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.

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.

Setting up the crm we are going to market spotlight and adding physicians as contacts through assigning ownership. But to get the full functionality they all must be tied to an account. The suggestion was to add the physician as a "clinic" which i...