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Calendar & Events

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Change the wording of Event to Sales Call in the crm user interface

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...
Crisia Tolentino 1 day ago in Calendar & Events 0

Events with patients

I’d like to schedule an event on my calendar with patients
Guest 8 days ago in Calendar & Events 0

email from within App

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.
Jessi Owens 21 days ago in Calendar & Events 0

Add ability to remove or gray out "Event Purpose and Expected Outcomes" field from the event form

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.
Ashley Scrimo 2 months ago in Calendar & Events 0

Add quick tip button next to call note template

Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.
Ashley Scrimo 2 months ago in Calendar & Events 0

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest 4 months ago in Calendar & Events 0

Monthly View on MAR CRM Mobile

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
Guest about 1 month ago in Calendar & Events 0

Auto-close the event after X days without completing

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.
Alex Chesnutt about 2 months ago in Calendar & Events 0

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens about 2 months ago in Calendar & Events 0

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 7 months ago in Calendar & Events 0 Will not implement