Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Interactive Map with Account Pins by Address
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.
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

All ideas

Showing 356 of 356

SAVE AS in market spotlight

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.
Guest 10 months ago in Market Data 0

Events - Note scanner

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?
Ellen Knowles about 1 year ago in Calendar & Events 0 Future consideration

For the notification of referral or admit, please show the Physician name versus the patient.

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...
Ashley Scrimo about 1 year ago in Referrals 0 Will not implement

ability to email/share goals via email

custmers want the ability to email goals outside of the system to execs & folks that don't access every day
Mary Nichols 10 months ago in Goals 0

Add ability to remove or gray out "Event Purpose and Expected Outcomes" field from the event form

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.
Ashley Scrimo 11 months ago in Calendar & Events 0

Add Administrative functions on mobile

Add the ability to assign Accounts and Contacts to others on the Mobile app
Jessi Owens 11 months ago in Accounts & Contacts 0

add customized/epersonalized option to turn on/off the business card scanner saving contacts in your phone

some users may not want contacts saved to their device after scanning a contact, if possible, we should consider making this a setting in My Profile
Guest 5 months ago in Accounts & Contacts 0

Weekday reoccurrence for CRM calendar

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"
Jessi Owens almost 2 years ago in Calendar & Events 0 Already exists

Add "Transfer Ownership" to bulk option

Mirror the functionality with Inactive User Account/Contact reassignment to have: Assign Shared Owner Remove Shared Owners Transfer Owner
Jessi Owens 5 months ago in Accounts & Contacts 0

Attachments

{"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...
Guest 6 months ago in Accounts & Contacts 0