Allows users to select multiple templates to more accurately reflect their activity without the need for manual entry.

Allows sales reps to add notes for the intake/clinical team to view inside their EHR. Typically, sales has access only to the CRM, and intake/clinicians have access only to the EHR. There needs to be a way for these systems to communicate with eac...

I want to have a map like the market spotlight on mobile, where I can see my accounts that have an address. I want to be able to see a map of my area and visit all the accounts in the area. It's much easier to do that seeing them on a map

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...

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...

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

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.