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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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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Grey out reports that are not applicable to CRM users w/o integration

When a customer doesn't have integration with CRM, and looks at the reports list on Reports, there are reports such as conversion reports that are not usable w/o integration. This can be confusing to the customer.
Guest over 1 year ago in  0 Will not implement

Parent Account Roll up On Mobile

Mobile does not function as Web, Where the parent account will have visibility to all of the "child accounts", Contacts at the parent account level, and referrals do not roll up on mobile.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Will not implement

Add Calendar

The addition of a calendar will allow user to track progress and maintain appointments efficiently.
Guest almost 2 years ago in  1 Will not implement

Reduce the space of the Agency Overview

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.
John Agravante about 2 years ago in Reporting 0 Will not implement

Remove or improve the Support button so that it does not interfere with the page.

Remove the support button on the lower right side of the page of every Trella Health app as it covers some important details on the page. This can be placed on the upper right side of the page with a collapsable small icon.
john Agravante about 2 years ago in  0 Will not implement

Manage Users Being Locked Out

Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.
Madison Burns about 2 years ago in Admin & Settings 0 Will not implement

Printing / exporting in ER the font needs to be increased

In printing / exporting the ER the font needs to be increased because it is too small.
Nica Yabut over 2 years ago in Expenses 1 Will not implement

Connect targets to Marketscape

When a physician shows as targeted on the detail page, it would be nice if that status was reflected in Marketscape too.
Tim Arrowsmith over 2 years ago in Accounts & Contacts 0 Will not implement

For all Integrations add in Date Of Birth for more visibility

Most EHRs already send us patient demographics. This is low hanging fruit to add value of data we are already receiving
Bryan Costreie over 2 years ago in  1 Will not implement

Account Rankings

Account rankings should be displayed on the contacts that are associated with them.
Nica Yabut over 2 years ago in Accounts & Contacts 0 Will not implement