All ideas

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.

Users can be able to filter the contacts/accounts based on their targeted city.

To be able to see future events on the account details

Have clients choose which fields to print using checkboxes