Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report

To have an option base on User's familiarity of the software

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

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

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.

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).

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.