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A way to set default range for historical call note

A way to set default range for historical call notes for one year instead of just the current.
Marc Angelo De Guzman 25 days ago in Calendar & Events 0

Account Associations

Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).
Guest about 1 month ago in Accounts & Contacts 0

User impersonation

As an admin, being able to login as either a specific user or in the same role as a user
Guest about 1 month ago in Admin & Settings 0

Contacts associated with multiple Accounts.

One provider may work at multiple facilities (Accounts).
Guest about 1 month ago in Accounts & Contacts 0

Lock down account profile updates

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.
Jessi Owens about 1 month ago in  0

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest about 1 month ago in Accounts & Contacts 0

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart about 1 month ago in Reporting 0

Require a contact to be attached to an account

In mobile it is very easy to miss adding an account to a contact
Theresa Stewart about 1 month ago in Accounts & Contacts 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman about 1 month ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman about 2 months ago in Calendar & Events 0 Will not implement