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.

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.

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?

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...

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.

Add the ability to assign Accounts and Contacts to others on the Mobile app

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...

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.

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"