For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.

Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button.

This is either a oversight or a very bad idea to not include the ability to add the activity to Outlook automatically. "Schedule a Follow Up" is a big friendly button placed right below the "+Add" button and yet if you use the former button you won't auto-add the activity to Outlook. It's therefore easy to miss a booked appointment.

My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great

I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.

When I sort by date on the activity list, it sorts the days fine. I would like it to sort the times within each day as well. For example 8am start time activities come before 11am start time activities and activities without a start time come after those that have start times.

In the Desktop Version - The system allows the users to select the outlet when creating the activities. Yet, under mobile - The field Outlet is missing.

Heartland will like to create activities through the mobile app and be able to select the associated outlet.

it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

When sending a calendar invite to a client, the address of the client should auto populate into the address line of the invite in outlook. Currently it's a manual add which takes a lot of time. It would be nice if the email did as well but if you have multiple contacts I can see where this would be an issue because you would need to delete what auto populates but it would still be helpful.

It is very frustrating to scroll down through my list of activities on Mobile to get to my most current activity.

I should not be penalized for a lack of functionality when i have fallen behind on completing my activities. Seriously, how hard is it to sort the Due Date of Incomplete Activities?

Please fix this!

For a meeting with an Agency in which there are multiple people and multiple accounts, can there be a way to indicate which accounts are represented in one meeting?

When booking a new activity in the activities tab, it gives you a drop down to choose the time. Could there be an alert if you've already scheduled an activity at that time?

when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the

When they download for outlook it should download as an appointment, not a meeting. Sometimes I just want to add the task to my calendar.

I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List

Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.

This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

Like the evernote feature (I use evernote a lot) to take a picture and automatically sync it to your notes or an account.