Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
PINNED
Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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
over 2 years ago
in
0
Will not implement
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
over 2 years ago
in Admin & Settings
0
Will not implement
I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
Nica Yabut
about 3 years ago
in
0
Will not implement
Ability to choose Account or Contact for CRM when assigning from Data
When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
0
Will not implement
