I need to be able to sort by last note input date or last contact date, not last modified date.

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts

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

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...

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.

Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our p...

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

This will allow managers to customize their expense views for exporting purposes.