Setting up the crm we are going to market spotlight and adding physicians as contacts through assigning ownership. But to get the full functionality they all must be tied to an account. The suggestion was to add the physician as a "clinic" which i...

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.

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?

Mirror the mapping capabilities from the App to the Web

Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.

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...

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

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"

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