add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

I need to be able to sort by last note input date or last contact date, not last modified date.

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

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

With the new face of CRM, Fonts are not easy to be read

Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our p...

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...