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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

All ideas

Showing 320 of 320

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 5 months ago in Calendar & Events 0

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 7 months ago in Calendar & Events 0 Will not implement

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols about 2 months ago in Goals 0

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest about 2 months ago in Market Data 2 Will not implement

Add photo to a contact

Add a Provider photo to their contact
Guest 8 months ago in Accounts & Contacts 1 Future consideration

Create Account-level setting to automate Frequency

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...
Jessi Owens 2 months ago in Accounts & Contacts 0

Event history when moving into new environments

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).
Jessi Owens 2 months ago in Calendar & Events 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 8 months ago in Referrals 0

View search selection hold for bulk updating ownership

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...
Ashley Scrimo 4 months 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 6 months ago in Referrals 0 Will not implement