System Administration

Admin Tools Transition for CRM Account Admins - July 2024

Overview On July 24th, 2024, some user account tasks and settings managed by Trella CRM account administrators will b...
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Understanding the PM ADMIN

Depending on your access or role permissions within Trella CRM, you may encounter a user type called "Administrator."...
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Resetting a User's Password

To reset a user's password an account administrator will need to log in to Trella Admin and reset the password as par...
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Adding a New User

To add a new user, you will need to log in to Trella Admin. For complete details, see Creating and Editing Users. ...
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Disabling a User

To disable a user's account you will need to log in to Trella Admin. Logging in to Trella Admin Summary There ar...
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Role Management

Overview Each user in Trella CRM has an assigned role that determines which pages, data, and tools they have access t...
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Custom Objects

Overview Trella CRM can be customized by adding new fields to records, editing existing fields and, in some cases, re...
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Adding New Insurance Types

This article will walk through how to add additional insurance types to Trella CRM to provide more robust option for ...
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Adding a New Non-Admit Reason

This article will walk through how to add additional non-admit reasons to Trella CRM to provide more robust option fo...
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Business Line Configuration

Overview Setting up business lines is a critical task in the configuration process in Trella CRM. With business lines...
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Reassigning Inactive User Territories

As an admin, you may occasionally need to disable a marketer before their replacement is hired or has completed their...
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Sales Territory Configuration

Overview Sales territories play a key role for customers who have Trella CRM with EHR Connect and customers who have ...
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Automating Contact Ratings in Trella CRM

Rating contacts is the best way to determine if sales reps are interacting with the most influential individuals asso...
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Transfer Accounts/Contacts Without an Available License

Overview Most Administrators may be familiar with the processes of adding and disabling users in Trella CRM. However,...
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Time Out Settings for Trella CRM Web and Mobile

OverviewBecause Trella CRM contains confidential HIPAA protected information, it also includes a security setting whe...
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