All ideas

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.

All sales people would benefit

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

In mobile it is very easy to miss adding an account to a contact

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

I can see all physicians that are at that address and choose the one I’m looking for.

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.