Setting up the crm we are going to market spotlight and adding physicians as contacts through assigning ownership. But to get the full functionality they all must be tied to an account. The suggestion was to add the physician as a "clinic" which i...

Mirror the mapping capabilities from the App to the Web

Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.

It would be helpful for users to have a way to filter down the Account Health Index details by business line.

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...

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.

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.

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

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...