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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

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Showing 297 of 297

When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box

"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
Coy Privette over 1 year ago in Accounts & Contacts 4 Already exists

add multiple facilities under one event

when creating an event we need to be able to add more than one facility so that we dont have to create a second event which will make it look like 2different events
Guest over 1 year ago in Calendar & Events 3

Have the option to delete multiple events in the Calendar

It would be cool if there was a function that allows users to delete multiple events on their calendar.
John Agravante over 1 year ago in Calendar & Events 0 Will not implement

to be able to type in colors. Or be able to color code my subject box.

I would like to make a suggestion. I would like to be able to type in colors. Or be able to color code my subject box. I Prefill my months and create recurring events.
Marc De Guzman almost 2 years ago in Calendar & Events 0 Will not implement

Bulk selection and filter by Branch when Creating Views for Specific Users

Bulk selection and filter by Branch when Creating Views for Specific Users
Bryan Costreie almost 2 years ago in Accounts & Contacts 0

Linking expenses to events

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.
John Agravante about 2 years ago in Calendar & Events 0 Already exists

Intro to Market Insights Video Link in EDGE Desktop

Help Center > Edge > Introduction to Market Insights 101 > Articles do not have videos Client name: Advent HME Contact name : Rose Schiebold Contact email: rschiebold@flhre.com Client type (product with issue): Edge Desktop Issue: From Ed...
Guest about 2 years ago in  0 Will not implement

Ability to change fonts and colors

The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)
John Agravante about 2 years ago in Admin & Settings 0

Spoof our email domain for email invitations

We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.
Guest about 2 years ago in Calendar & Events 0

The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
Jan Amato about 2 years ago in Calendar & Events 0 Already exists