Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Calendar & Events

Showing 76 of 305

Add notification for incomplete 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.
Ashley Scrimo 4 months ago in Calendar & Events 0 Already exists

Change default 3 months event series period to multiple longer choices

When the 3 months default event series ends, there is no warning or notification. It just disappears. Very random and many accounts drop off and with 300 accounts there's no way to keep track. We add new accounts continually and the 3-month series...
Guest about 2 months ago in Calendar & Events 0

Add a a multi-select option on the associated contacts when creating an event so users can select multiple contacts at one time

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.
Ashley Scrimo 4 months ago in Calendar & Events 0

Events - Note scanner

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?
Ellen Knowles 5 months ago in Calendar & Events 0 Future consideration

CRM Mobile> Status Confirmation when saving Events

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
Guest 3 months ago in Calendar & Events 0

Weekday reoccurrence for CRM calendar

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
Jessi Owens 12 months ago in Calendar & Events 0

CRM Event Owner Filter

My Calendar is oversaturated with invites and I want to see which events I own.
Bryan Costreie 3 months ago in Calendar & Events 0

Default event reminder time

Ability to set the global default reminder time when creating new events.
Guest 3 months ago in Calendar & Events 0

Full month calendar view on Mobile app

it would help to have a better view when planning out schedule for the Weeks ahead in the month
Guest 7 months ago in Calendar & Events 0

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns about 2 years ago in Calendar & Events 1 Already exists