Customers want the ability to customize what is in the Account/Contact Rating field.
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.
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
over 1 year ago
in Calendar & Events
0
Future consideration
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"
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
over 1 year ago
in Referrals
0
Will not implement
Ability to set default number of results on Account or Contacts Tab
Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown:
Assign Ownership
Remove Ownership
All (or can be titled Assign/Remove Ownership -OR- B...
0
Will not implement
