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

All ideas

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 over 3 years ago in Calendar & Events 1 Already exists

Company Holidays

Have the ability to block off company holidays on calendars
Bryan Costreie 6 months ago in Calendar & Events 0

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens almost 2 years ago in Calendar & Events 0 Will not implement

Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI

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.
Ashley Scrimo 11 months ago in Coaching 0

Ability to edit an already scheduled event to be reoccurring

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.
Marissa Atwell 11 months ago in Calendar & Events 0

Events and Historical Call Views

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...
Guest 6 months ago in Accounts & Contacts 0

Add quick tip button next to call note template

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.
Ashley Scrimo over 1 year ago in Calendar & Events 0

Coaching Export Drafts

LHC has requested to be able to export a coaching session draft. At this time you can only export completed ones.
Maegan Williams 6 months ago in Coaching 0

Request Ownership - Notes Section added

LHC+Amedisys has requested to have a notes section added to request ownership to state why they are asking for the account.
Maegan Williams 6 months ago in Accounts & Contacts 0

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest over 1 year ago in Calendar & Events 0