When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

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

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

Make it easier to rearrange fields on different objects.

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

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...

Please add a Goal filter of Contact

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...