Daily Visit Report with Contact Detail: Add custom date range parameter
We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Change Clipboard for Export in CRM to a Spreadsheet icon or similar
When the "Export to Excel" option in CRM was changed to a clipboard it has caused confusion and concern of functionality loss from our clients. The clipboard doesn't represent the functionality of exporting data.
when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events
Events listed on the calendar would be integrated with the users calendar, so that those same events would populate on the users outlook/iCal/google calendar. Secondarily, we've received one or two requests for that integration to be bi-directiona...