Request to Align Dates in the Calendar as it sits on top of created events after the update. Dates are sitting on top of Events which would be easier to read when properly aligned like a Calendar. This is noticeable when multiple events are presen...
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
In Edge, there is a difference between "To Do" and "Event" for tasks that need to be done but aren't necessarily at a specific time or have a contact associated. This would be great in the PAC CRM.
Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.
when entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered
A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.
