Calendar & Events

I’d like to schedule an event on my calendar with patients

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.

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)...

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.

Add the ability to choose different colors for Event types

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.

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.

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...