I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.

To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.

Since many of your users are financial planners, the ability to see renewal dates at a glance in the calendar is essential for managing client needs and staying ahead of important deadlines.

We would truly appreciate this feature being prioritized, and we’d love to hear if it's currently being considered for development.

Thanks so much for your time and support!