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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 about 1 year ago in Calendar & Events 0

Event Types by LOB

Default my event type based on a user, group of users, or LOB
Alex Chesnutt over 1 year 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 over 1 year 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 over 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 over 2 years ago in Calendar & Events 0 Will not implement

Default Event Type to "Call" when making a call from the Mobile App

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
Madison Burns almost 3 years ago in Calendar & Events 0 Will not implement

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 over 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 over 1 year ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita over 1 year 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 over 1 year ago in Calendar & Events 0