In Edge, there is a difference between "To Do" and "Event" for tasks that need to be done but aren't necessarily at a specific time or have a contact associated. This would be great in the PAC CRM.

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.

Reps should not be able to see other reps goals.

My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.

Events listed on the calendar would be integrated with the users calendar, so that those same events would populate on the users outlook/iCal/google calendar. Secondarily, we've received one or two requests for that integration to be bi-directiona...

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"

The notes that imported over from trella edge show up in that section.

all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...

It shows the total number of events by event type but not a total number of events completed