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

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

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.

Add the ability to assign Accounts and Contacts to others on the Mobile app

Add the ability to choose different colors for Event types

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

Add a way for me to create a session for a user on web before moving to mobile to complete the form.