Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Calendar & Events

Showing 78 of 332

Map on web

Mirror the mapping capabilities from the App to the Web
Jessi Owens 9 days ago in Calendar & Events 0

Delete events using keyboard shortcut or select all

Be able to delete or move multiple events simultaneously from one date to another. Be able to use the keyboard Delete key to pull up delete menu on the event.
Guest 9 days ago in Calendar & Events 0

Add a new Event Recurrence Type: Quarterly

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.
Crisia Tolentino 4 months ago in Calendar & Events 0

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 4 months ago in Calendar & Events 0 Will not implement

Events with patients

I’d like to schedule an event on my calendar with patients
Guest 4 months ago in Calendar & Events 0 Future consideration

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 5 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 5 months 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 6 months ago in Calendar & Events 0

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens 6 months 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 6 months ago in Calendar & Events 0