All ideas

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.

Client would like to have the ability to export and calculate in Market Spotlight.

Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...

To have an option base on User's familiarity of the software

Remove the support button on the lower right side of the page of every Trella Health app as it covers some important details on the page. This can be placed on the upper right side of the page with a collapsable small icon.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.

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

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.