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

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.

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.

{"children":[{"type":"paragraph","children":[{"text":"Uploading attachments to the account profiles would be helpful to the representatives because this way they could save business cards, appropriate clinical protocols, office protocols for lunch...

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...

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.

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

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...