All ideas

Customers have reported that the "Account" field in Contact Details can be confusing because it looks very similar to the associated accounts list. This makes it difficult for users to quickly identify the primary account versus other associated a...

We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.

I would like the ability to associate contacts with other contacts in Trella and put a relationship, so if I meet a doctors referral coordinator, I can add that person into the CRM and then add an association with that provider. I would also like ...

Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving

This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.

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...

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 the customer has to repeat steps in order to associate multiple contacts to an event.

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.