Calendar & Events

The ability to transfer a calendar from one rep to another is important both from a rep standpoint as well as a manager standpoint. It would save time recreating the calendar (which is time consuming) as well as maintain continuity of seeing accou...

Currently, CRM Mobile app users lose any changes/additions when offline. It would be helpful to have the mobile app cache these changes until they have cell coverage/wifi again like google/iPhone calendars.

if a customer creates an object selection for inactive contact (or retired or transferred), once this box is checked, this contact should not be able to be seen on web or mobile when trying to create an event.

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.

when entering the contacts on desktop version, it would be nice to pick one contact and scroll to the next page and keep that previous contact selected. Would save a lot of time when working on desktop

add another call/visit notes box that is for managers only. this box should only be allowed to be editable by a manager or admin role

When calling on multiple contacts within single event, would be helpful if each contact would be counted individually rather than as only one for the visit. So if I meet with 4 different people in a hospital today, I can add each contact I met wit...

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...

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.