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Calendar & Events

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Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie about 1 month ago in Calendar & Events 0

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt 2 months ago in Calendar & Events 0

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 6 months ago in Calendar & Events 1 Coming Soon!

Allow other users to document events for other reps (dual credit)

Events: Allow other users to document events for other reps (dual credit)
Alex Chesnutt 2 months ago in Calendar & Events 0

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 2 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 2 months ago in Accounts & Contacts / Calendar & Events 0

Ability to create an event not associated with an account.

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.
Guest 2 months ago in Calendar & Events 0

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 1 year ago in Calendar & Events 1 Future consideration

send an alert when an event is about to expire

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)
Mary Nichols 3 months ago in Calendar & Events 0

Auto populate calendar events

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.
Guest 3 months ago in Calendar & Events 0