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Calendar & Events

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Everyone can share their calendars in CRM.

This way, people within the same organization can see if the people they are sharing with are available, if meetings can be scheduled, thus providing transparency and visibility within organizations if desired.
Guest 22 days ago in Calendar & Events 0

Ability to bulk select contacts when creating an event

Currently the customer has to repeat steps in order to associate multiple contacts to an event.
Marissa Atwell 2 months ago in Calendar & Events 0

Inactive User - deletion of future events increase

Increase the ability to delete future events for inactive users from 10 to 100 at a time
Jessi Owens about 2 months ago in Calendar & Events 0

Ability to edit an already scheduled event to be reoccurring

All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.
Marissa Atwell 2 months ago in Calendar & Events 0

email from within App

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.
Jessi Owens 7 months ago in Calendar & Events 1

Reminder lists

Can you add a "task " or To do reminder list? For example, I may want to put a reminder to order a lunch on Monday for Thurs but it's not really an event.
Guest about 2 months ago in Calendar & Events 0

AI in the microphone for notes so that it can summarize and condense notes and put it in a organized way.

please do this
Guest about 2 months ago in Calendar & Events 0

Monthly View on MAR CRM Mobile

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)...
Guest 8 months ago in Calendar & Events 0

for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact

users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
Guest 2 months ago in Calendar & Events 0

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 12 months ago in Calendar & Events 0