All ideas

One provider may work at multiple facilities (Accounts).

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.

All sales people would benefit

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

In mobile it is very easy to miss adding an account to a contact

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

With the new face of CRM, Fonts are not easy to be read

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...

User needs ability to set up default appointment time in Mobile like in web.