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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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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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All ideas

    Showing 345 of 345

    Add ability to remove or gray out "Event Purpose and Expected Outcomes" field from the event form

    If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.
    Ashley Scrimo 8 months ago in Calendar & Events 0

    Add Administrative functions on mobile

    Add the ability to assign Accounts and Contacts to others on the Mobile app
    Jessi Owens 8 months ago in Accounts & Contacts 0

    Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

    It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
    Laura Green over 2 years ago in Reporting 2 Already exists

    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 about 1 year ago in Referrals 0 Will not implement

    Have option to duplicate time when duplicating events

    When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
    Madison Burns almost 3 years ago in Calendar & Events 1 Already exists

    Contact Type - Bring over from EHR Integration

    specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-phy...
    Guest 5 months ago in Accounts & Contacts 0

    Reporting - Referrals and Expenses Per Account/Marketer

    A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...
    Guest 5 months ago in Reporting 0

    Weekday reoccurrence for CRM calendar

    Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
    Jessi Owens over 1 year ago in Calendar & Events 0 Already exists

    Store my own business card in Mobile App

    Ability to store my own business card in the mobile app to have handy.
    Crisia Tolentino 10 months ago in Admin & Settings 0

    Report definitions

    More precise report definitions including calculations that are part of each report
    Jessi Owens about 1 year ago in Reporting 0