Calendar & Events

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.

A way to set default range for historical call notes for one year instead of just the current.

User said a lot of CRMS has this functionality

Users would have an option to complete events in bulk.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

User needs ability to set up default appointment time in Mobile like in web.

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.

Black out days that you are off or not availble.

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY

when accounts are re-assigned from one rep to another, for example, the events should also be re-assigned