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Calendar & Events

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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 over 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 over 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 almost 3 years ago in Calendar & Events 1 Future consideration

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut about 3 years ago in Calendar & Events 0 Already exists

Auto-sync emails into CRM

Automatically sync and logs relevant email communications into a CRM from a user's email host (e.g., Gmail, Outlook).
Jessi Owens 11 months ago in Calendar & Events 0

Event time defaults in settings

Create an org setting for default event times (15 minutes, 30 minutes, 60 minutes)
Jessi Owens about 1 year ago in Calendar & Events 0 Already exists

Remove the pop-up window that automatically shows up behind the cursor.

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.
Guest over 1 year ago in Calendar & Events 0

A way to set default range for historical call note

A way to set default range for historical call notes for one year instead of just the current.
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0

getting last event/visit with either accounts or contacts and event type added to choices for the view

User said a lot of CRMS has this functionality
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0 Will not implement

Add an option to complete events in bulk

Users would have an option to complete events in bulk.
Marc Angelo De Guzman over 1 year ago in Calendar & Events 0 Will not implement