All ideas

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

With the new face of CRM, Fonts are not easy to be read

need another rating level for disregarded accounts

Black out days that you are off or not availble.

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

According to article: https://crmsupport.trellahealth.com/hc/en-us/articles/5478438987795-Configurable-Dashboards All users have the ability to choose and view information "By User" and "By Territory" for the users and territories available to the...

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...