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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.
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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.
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View search selection hold for bulk updating ownership

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
Ashley Scrimo about 1 month ago in Accounts & Contacts 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 4 months ago in Calendar & Events 0 Will not implement

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 4 months 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 about 1 year 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 5 months ago in Accounts & Contacts 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 3 months ago in Referrals 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

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 4 months ago in Referrals 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

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 8 months ago in Accounts & Contacts 0 Will not implement