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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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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 over 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 over 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 over 2 years ago in Calendar & Events 0 Will not implement

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 over 2 years ago in Calendar & Events 0 Already exists

To be able to move multiple documents in the Documents tab

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
john Agravante over 2 years ago in Reporting 0

Activity Hyperlink on a Facility Page

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.
Nica Yabut almost 3 years ago in Calendar & Events 0 Will not implement

Contact Date of Birth on Mobile App

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Guest almost 3 years ago in Accounts & Contacts 1 Already exists

Edge:: Being able to see future events at the account level on mobile

To be able to see future events on the account details
john Agravante about 3 years ago in Calendar & Events 0 Will not implement

Spark Mobile:: Allow users to add shared owners on Mobile

To allow users to assign shared owners to their accounts or contacts based on the permission that they have
john Agravante about 3 years ago in Accounts & Contacts 0 Will not implement

Exporting Expenses Updates - Including Receipts

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante about 3 years ago in Expenses 0 Future consideration