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Calendar & Events

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Custom Objects - Event Type requirements

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.
Maegan Williams 8 months ago in Calendar & Events 0 Future consideration

Event Type Date Span to mimic Outlook

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 ...
Maegan Williams 8 months ago in Calendar & Events 0

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 9 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 9 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 9 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 9 months ago in Accounts & Contacts / 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 about 1 year 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 about 1 year ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita about 1 year ago in Accounts & Contacts / Calendar & Events 0

Extend Map visibility across all event days

When in the CRM Mobile app and events, you are able to see the map for Yesterday, Today and Tomorrow. It would be incredibly helpful in planning if all days represented with the map.
Jessi Owens about 2 years ago in Calendar & Events 0 Will not implement