Calendar & Events

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...

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

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...

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.

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 ...

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user

Default my event type based on a user, group of users, or LOB

Allow me to move or delete entire calendar days more easily vs having to change one by one.