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Calendar & Events

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Reassignment of historical events

Add an option to reassign historical events from: 1) existing user to new or existing user 2) inactive user to new or existing user
Jessi Owens 4 months ago in Calendar & Events 0

Event Types by LOB

Default my event type based on a user, group of users, or LOB
Alex Chesnutt 4 months ago in Calendar & Events 0

Move/Delete Calendar Days

Allow me to move or delete entire calendar days more easily vs having to change one by one.
Alex Chesnutt 4 months ago in Calendar & Events 0

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 4 months ago in Accounts & Contacts / Calendar & Events 0

CRM Goals: Add Contact as a filter

Please add a Goal filter of Contact
Jessi Owens 11 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 8 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 8 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 8 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 8 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 8 months ago in Calendar & Events 0