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Calendar & Events

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Automatically associate newly created contacts to accounts

When associated to an event and account is associated as well, automatically associate newly create contacts to the account.
Alex Chesnutt 3 months ago in Accounts & Contacts / Calendar & Events 0

Quick Note Reporting

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.
Alex Chesnutt 7 months ago in Calendar & Events 0

CRM Goals: Add Contact as a filter

Please add a Goal filter of Contact
Jessi Owens 10 months ago in Calendar & Events 0

Allow other users to document events for other reps (dual credit)

Events: Allow other users to document events for other reps (dual credit)
Alex Chesnutt 7 months ago in Calendar & Events 0

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 7 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 7 months ago in Accounts & Contacts / Calendar & Events 0

Ability to create an event not associated with an account.

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.
Guest 7 months ago in Calendar & Events 0

send an alert when an event is about to expire

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)
Mary Nichols 7 months ago in Calendar & Events 0

Auto populate calendar events

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.
Guest 8 months ago in Calendar & Events 0

Default account association on events with contacts who have an associated account.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.
Ashley Scrimo 8 months ago in Calendar & Events 0