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PINNED Many to Many - Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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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 2 months ago in Referrals 0 Will not implement

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 2 months ago in Calendar & Events 0 Will not implement

Adding option to add referral owner field when creating new referral

User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Guest about 1 month ago in Referrals 0 Will not implement

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 11 months ago in Accounts & Contacts 0 Will not implement

Merge allowance

Expand the amount of Accounts/ Contacts that can be merged from 4 to 10
Jessi Owens 3 months ago in Accounts & Contacts 0 Will not implement

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens about 2 months ago in Referrals 0 Will not implement

Drag/Drop Calendar on Mobile

It would nice if we could mimic CRM Web Calendar or even Outlook Mobile Calendar drag/drop feature for CRM Mobile.
Maegan Williams 3 months ago in Calendar & Events 0 Will not implement

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens about 1 year ago in Reporting 0 Will not implement

Non functioning system Work for sales rep whiches who utilizes

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Guest 6 months ago in Accounts & Contacts 0 Will not implement

MARCRM Overview Tab

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
Jessi Owens over 1 year ago in  0 Will not implement