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"
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
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
almost 2 years 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.
Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C
In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
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.
it would be great to be able to sort by only providers who have order our studies and not show any others
Most of the providers we are looking for are either in the psychiatry/neurology or NP category; any other provider is useless for us. on desktop its nice that we can filter, but on the app we cant.
0
Will not implement
0
