Changing the date to see monthly events or historical call notes is a hassle. Would love to see a buttom or tab to quickly see alternative views for the last 90 days, 6 months, Year of data or All data to quickly review notes on an account or cont...

It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.

All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.

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

LHC has requested to be able to export a coaching session draft. At this time you can only export completed ones.

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.

LHC+Amedisys has requested to have a notes section added to request ownership to state why they are asking for the account.

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

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.