Calendar & Events

This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.

Right now you have to select one contact at a time and click back in to search for another contact to add which can be time-consuming for the users.

being able to create events with patients (not just contacts and accounts), can this also be linked to the patient Provider?

to show an event or activity based on contact email sent in Gmail, another CRM Monday has this feature. I can see when and how many emails I’ve sent a contact as the CRM is linked to my Gmail account and recognizes emails in my contact list of the...

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

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

Increase the maximum allowance of contacts per event to greater than 8.

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

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...