All ideas

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins

According to article: https://crmsupport.trellahealth.com/hc/en-us/articles/5478438987795-Configurable-Dashboards All users have the ability to choose and view information "By User" and "By Territory" for the users and territories available to the...

Black out days that you are off or not availble.

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

We propose the implementation of field locking for certain critical fields in Accounts, ensuring data integrity and preventing unintentional edits. Additionally, we aim to extend this feature to Contacts, specifically focusing on those originating...

Create a custom view and have the ability to assign it to specific users/roles