All ideas

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

A way to set default range for historical call notes for one year instead of just the current.

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).

As an admin, being able to login as either a specific user or in the same role as a user

One provider may work at multiple facilities (Accounts).

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.