Charles Fox

OverviewThe Mileage feature in Trella CRM allows your reps to check-in at visits where the check-in is verified by GPS through their mobile device. Reports on their check-ins can be created to veri...

December 30, 2025This release has information for three features Duplicate Coaching sessions SNF Market Spotlight Calendar Version Updates  Duplicate Coaching SessionsWhat:New button will appear at...

September, 2025CRM WebNew Feature: Coaching EnhancementsWhat: Easily create and duplicate coaching sessions directly from Web.Benefit:Save time setting up sessions and quickly replicate past sessio...

OverviewTrella CRM has a number of buttons that drive the user to another app to complete an action such as calling or emailing. Trella CRM uses the default apps set on your device to determine whi...

Let's get OrientedTrella CRM is a feature rich tool that allows you to accomplish numerous critical daily tasks from the convenience of your phone or using many features available on you desktop....

Overview The calendar in Trella CRM includes a list of dates that are important to remember as holidays, celebrations, or events relevant to medical professionals. The list includes important dates...

Overview Trella CRM mobile has a helpful feature to expedite thorough documentation when you complete an event. Rather than typing, speak your note to your phone and it will fill in the text. The s...

CRM Web May 2025 New Feature - Patient Appointment Table What? Additional Appointment section in Patients Benefit Refocus CRM on patients and away from referrals or orders to better support clin...

Overview Adding a new contact to your Contacts list in Trella CRM is easy enough, but if you get a contact's business card, you can create a contact in the mobile app on your phone. The steps are s...

Overview Duplicated records are inevitable in any database. Trella CRM includes tools to identify duplicates, to merge the duplicate records into a single record, and a history of the most recent m...