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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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Ideas

    Showing 342 of 342

    Bulk upload Goals

    We need to have the ability for Admins to bulk upload goals within the CRM.
    Maegan Williams 10 days ago in Goals 0

    Reminder lists

    Can you add a "task " or To do reminder list? For example, I may want to put a reminder to order a lunch on Monday for Thurs but it's not really an event.
    Guest 6 days ago in Calendar & Events 0

    AI in the microphone for notes so that it can summarize and condense notes and put it in a organized way.

    please do this
    Guest 7 days ago in Calendar & Events 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens 15 days ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens 15 days ago in Calendar & Events 0

    Ability to bulk select contacts when creating an event

    Currently the customer has to repeat steps in order to associate multiple contacts to an event.
    Marissa Atwell 28 days ago in Calendar & Events 0

    HCPC Goals

    Add additional filters to allow us to create goals based on codes and recurring vs new orders.
    Alex Chesnutt 4 months ago in Goals 0 Future consideration

    Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI

    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.
    Ashley Scrimo 27 days ago in Coaching 0

    Ability to edit an already scheduled event to be reoccurring

    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.
    Marissa Atwell 28 days ago in Calendar & Events 0

    Add a tab in mobile and a section on web where you can review coaching forms submitted that are associated with a specific account or contact.

    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.
    Ashley Scrimo 2 months ago in Coaching 0