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Calendar & Events

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Update full list of observances to include all holidays

We have the place to mark the religion of a specific contact, but not all major religious holidays are outlined in the "Observances" calendar. It would be beneficial to add things like Kwanza, Chinese New Year, Ramadan, etc to alert the sales reps...
Madison Levine over 1 year ago in Calendar & Events 0 On Roadmap

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...
Nica Yabut over 1 year ago in Admin & Settings / Calendar & Events 0 Will not implement

Abiity to transfer a calendar from one rep to another rep

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...
Guest over 1 year ago in Calendar & Events 0 Will not implement

Ability to save changes in CRM App when offline

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.
Michelle mmalone@trellahealth.com over 1 year ago in Calendar & Events 0 Will not implement

hide inactive contacts

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.
Guest over 1 year ago in Calendar & Events 0 Future consideration

When using the computer version, it would be nice to be able to scroll through different pages of contacts and select multiple contacts on different pages.

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
Guest over 1 year ago in Calendar & Events 0

separate call notes for managers during ride alongs

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
Guest over 1 year ago in Calendar & Events 0

count contacts within single calendar event

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...
Guest almost 2 years ago in Calendar & Events 0

Alignment of Dates in Calendar after Update

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...
Guest about 2 years ago in Calendar & Events 0 Already exists

When activity completed, have auto pop-up to schedule follow-up

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.
Guest over 2 years ago in Calendar & Events 1 Future consideration