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PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

All ideas

Showing 330 of 330

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 9 months ago in Calendar & Events 0 Will not implement

ability to edit goals that are shared with you

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly
Guest 2 months ago in Goals 0

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine almost 2 years ago in Accounts & Contacts 0 On Roadmap

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 7 months ago in Calendar & Events 0

Store my own business card in Mobile App

Ability to store my own business card in the mobile app to have handy.
Crisia Tolentino 5 months ago in Admin & Settings 0

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

For the notification of referral or admit, please show the Physician name versus the patient.

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...
Ashley Scrimo 8 months ago in Referrals 0 Will not implement

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...
Jessi Owens 3 months ago in Accounts & Contacts 0 Will not implement

add "on track" number to goals

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day
Guest 3 months ago in Goals 0 Will not implement

email notification on goal sharing

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there
Guest 3 months ago in Goals 0 On Roadmap