All ideas

Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our p...

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.

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

This will allow managers to customize their expense views for exporting purposes.

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.

Customers would like to see productivity from users that are no longer at their organization and be able to compare referral differences between the new rep and the old rep.

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...