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CRM Idea Center
Status Future consideration
Categories Calendar & Events
Created by Marc Angelo De Guzman
Created on Jul 21, 2022
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-373 Custom Event Creation.

Macro when selecting Event type Merged

The client, Caris Health would like to have an option to have their call visit notes be pre populated when choosing event types.

  • Admin
    Alex Chesnutt
    Reply
    |
    Sep 30, 2022

    Hello! Thank you for the idea! We currently have this on our product roadmap under quick notes. Keep an eye out for more announcements in the future.