Calendar & Events

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

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.

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

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

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.

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?

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.

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"

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...