After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...

I would like to be able to pull a report of all the times a user added quick notes to their scheduled and completed events.

Add the ability to choose different colors for Event types

customers already have goals in their EHR - it would be ideal for this to be a part of the integration

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).