Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Calendar & Events

Showing 38 of 186

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest about 1 month ago in Calendar & Events 0 On Roadmap

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest about 1 year ago in Calendar & Events 0 Coming Soon!

When completing a new event, go back to that specific account page instead of to the calendar page.

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...
Guest about 1 month ago in Calendar & Events 0

Daily visit tally

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...
Guest about 1 month ago in Calendar & Events 0

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 1 year ago in Calendar & Events 1 Future consideration

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 4 months ago in Calendar & Events 0 Will not implement

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman 4 months ago in Calendar & Events 0 Future consideration

Option to Tag Related Account Field Required

Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Guest 6 months ago in Calendar & Events 0 Future consideration

Have a way to blackout days you are off.

Black out days that you are off or not availble.
Guest 6 months ago in Calendar & Events 0

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest 6 months ago in Calendar & Events 0 Coming Soon!