All ideas

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

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my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...

We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.

Would be great if we can have a default view Zoomed in or out for laptops and multiple display sizes to avoid scrolling and be able to view the whole columns and tabs without the need to scroll on bars and sliders.