Customers have reported that the "Account" field in Contact Details can be confusing because it looks very similar to the associated accounts list. This makes it difficult for users to quickly identify the primary account versus other associated a...

Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.

It would be helpful for admins to have a wait to bulk complete draft status personal growth plans in the coaching tabs.

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.

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...

I would like the ability to associate contacts with other contacts in Trella and put a relationship, so if I meet a doctors referral coordinator, I can add that person into the CRM and then add an association with that provider. I would also like ...

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.