Calendar & Events

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

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.

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...

The function is to have expenses linked to events or be an option to be created while editing an event. The expenses would also be generated on the expenses tab after the event is created.

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

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.

We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.

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...

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.