Calendar & Events

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.

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 choose different colors for Event types

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

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.

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.