PINNED
Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
PINNED
Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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...
Remove or improve the Support button so that it does not interfere with the page.
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.
john Agravante
almost 2 years ago
in
0
Will not implement
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.
Madison Burns
almost 2 years ago
in Admin & Settings
0
Will not implement
We would like these collapsed to allow for easier navigation to lower portion of the screen that contains headings such as Contacts, Monthly Events, Referrals, etc.
When activity completed, have auto pop-up to schedule follow-up
A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
0
Already exists
0
Will not implement
