Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown: Assign Ownership Remove Ownership All (or can be titled Assign/Remove Ownership -OR- B...

Limits the need to go back and associate the accounts and contact. Less steps, more time for reps.

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.

Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.

Automatically delete future events for users once they are disabled for CRM

Increase the ability to delete future events for inactive users from 10 to 100 at a time

Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.

It would be helpful to have an audit trail to see who has deleted a public view in CRM. When views go missing, there is no way to identify who deleted the view.

It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.