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PINNED 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.
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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Showing 269 of 269

Ability to arrange Contacts by their last name in Mobile

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Guest 4 days ago in Accounts & Contacts 0

Event Type requirements

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.
Maegan Williams 5 days ago in Calendar & Events 0

Event Type Date Span to mimic Outlook

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
Maegan Williams 5 days ago in Calendar & Events 0

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 13 days ago in Referrals 0

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 month ago in Calendar & Events 0 Will not implement

Notification update - New Notes

Alert the Referral/Order owner once there has been an update to the associated notes.
Jessi Owens 17 days ago in Reporting 0

Mobile App - Attach documentation

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.
Jessi Owens 17 days ago in Referrals 0

Mobile App - Manual addition of intake notes with templates

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake
Jessi Owens 17 days ago in Referrals 0

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens 17 days ago in Reporting 0

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 17 days ago in Referrals 0