Calendar & Events

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...

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

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 ...

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.