Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Add a Provider photo to their contact

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).

Add a push notification when a referral status is changed to Discharge

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...