Calendar & Events

Can we toggle the accounts and physicians by city with the pull out tool below? The rating is nice but isn’t great when we want to hit all accounts within one geographic area, and rather than having a bunch of tabs open, this would keep it super s...

It would be very useful to be able to archive an event type on the crm and not lose historical data.

Our site has a virtual team meeting M-F from 8:00 AM to approx 8:30 AM and an afternoon virtual meeting from 4:00 - 4:30 PM

To eliminate the need for having LOB-labeled event types, it would be helpful if specific event types could only be visible to certain business lines.

Mirror the ability to call a contact with being able to email a contact from within the appl itself, while simultaneously logging the email as an activity with the content.

Today, CRM events can be saved with either an Account or a Contact associated, but not necessarily both. Add a configurable option (organization or admin-level setting) that allows administrators to require both an Account and a Contact before an ...

Currently the customer has to repeat steps in order to associate multiple contacts to an event.

ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.

Have the ability to block off company holidays on calendars