Mobile App - iOS & Android

Overview of functionality on the PlayMaker mobile app

• Getting Started on Trella CRM Mobile

  OverviewThis article contains all of the basic features and usage instructions for Trella CRM for mobile on iPhone an...
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• Mobile Features - Automatic Links to Other Apps

  OverviewTrella CRM has a number of buttons that drive the user to another app to complete an action such as calling o...
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• Mobile Speech to Text

  Overview Trella CRM mobile has a helpful feature to expedite thorough documentation when you complete an event. Rathe...
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• Notifications

  OverviewTrella CRM can now bring referral, order, accounts, contacts, expenses, and event updates directly to you via...
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• Current Mobile App Versions & Requirements

  This article contains the version numbers for the current releases of both the Android and iOS mobile applications. T...
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• Trella CRM Mobile Event Map

  The Trella CRM Mobile app is constantly improving with new ways to ensure that you are able to manage your accounts a...
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• Trella CRM Mobile Global Search

  Global Search allows you to search in one location to find an account, contact, referral, expense, or event.   In thi...
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• Trella CRM Mobile Compact View

  The nTrella CRM app is constantly improving with new ways to ensure that you are able to manage your accounts and con...
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• Trella CRM Mobile Team Tab

  Overview The Trella CRM Mobile app is constantly improving with new ways to ensure that you are able to manage your t...
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• Trella CRM Mobile - Stats Tab

  The Trella CRM app is constantly improving with new ways to ensure that you are able to manage your accounts and cont...
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• Web vs Mobile: Comparing Features

  The Trella CRM Web and Mobile applications are frequently used interchangeably. However, each version of the applicat...
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• Auto-Generated Mobile Events

  We know that your time is valuable, and is best spent out in the field.  If you've ever thought, "I wish Trella CRM w...
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• Installing the Trella CRM Mobile app (iOS)

   Downloading and Installing Trella CRM Mobile App for iOS Phone from App Store From the Home screen, tap App Store. I...
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• Installing the Trella CRM Mobile app (Android)

    Downloading and Installing Trella CRM Mobile App for Android from the Google Play Store From the Home screen, tap...
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• Turning on auto-update for the Trella CRM Mobile app (iOS)

  Trella Health issues updates to our mobile application. These updates often address issues, add features, or improve ...
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• Turning on auto-update for the Trella CRM Mobile app (Android)

  Trella Health issues updates to our mobile application from time to time. These updates often address issues, add fea...
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• Logging Out of the Mobile App

  This article walks through logging out of Trella CRM mobile for Android devices.To log out of the mobile application:...
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• What Trella CRM Mobile Version do I have?

  Trella Health's Trella CRM mobile application works best when it is up to date. To find out which version of the mobi...
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