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Status Future consideration
Categories Admin & Settings
Created by Josh Price
Created on May 27, 2022

RELATED IDEAS

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would also have the ability ot create custom fields that could be added into the event .

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1 MERGED

Macro when selecting Event type

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The client, Caris Health would like to have an option to have their call visit notes be pre populated when choosing event types.
Marc Angelo De Guzman almost 2 years ago in Calendar & Events 1 Future consideration
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be able to add a template to a call/event

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for all new events, customers want the ability to pull in a document/template. we have a place to store documents, but not a place to add a template.
Guest 12 months ago in Calendar & Events 0 Future consideration
1 MERGED

Option to transfer or assign ownership of Events and Events Series

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It would be useful for users that would be leaving the company and would need to transfer their schedule to another user or Account Executives that would need to assign events to users so that they can count the event point to the user and not the AE
john Agravante almost 2 years ago in Calendar & Events 0 Future consideration