Calendar & Events

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.

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...

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

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.

Black out days that you are off or not availble.

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned

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...