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.

Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos  Client name: Advent HMEContact name : Rose SchieboldContact email:  rschiebold@flhre.comClient type (product with issue):  Edge DesktopIssue:  From Ed...

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

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

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.

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.

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.

Allow data to flow between concur and the CRM

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.