Allow Dynamic “All” Selection for Sales Rep / Customer Assigned To Filters in Calendar Events

Enhancement Voting
1

Name of Feature/Request:
Dynamic “All” Selection Option for Sales Rep and Customer Assigned To fields when creating Calendar Events (Sales Orders type).

What financial, time savings, or quality of life improvements will occur with this:
Our company uses the Striven Calendar to manage delivery scheduling, and our goal is to display all delivery orders in a centralized calendar view.

Currently, when creating a Sales Order calendar event, the system requires selecting either:

  • Customer Assigned To

  • Sales Rep

Because of this restriction, users must manually select all sales reps in order to populate the calendar with all deliveries.

This causes several issues:

  1. Administrative overhead

    • Sales reps change frequently (new hires, role changes, departures).

    • The filter list must be constantly updated or deliveries will be missing from the calendar.

  2. Risk of incomplete scheduling visibility

    • If a rep is not added to the filter, their deliveries will not appear in the calendar.

  3. Inefficient configuration

    • Users must manually maintain lists instead of relying on a dynamic system.

Allowing a true dynamic “All” option would:

  • Eliminate ongoing maintenance

  • Ensure all deliveries appear automatically

  • Improve operational planning

  • Reduce administrative work

For organizations scheduling logistics, deliveries, or field services, this significantly improves usability of the calendar module.

Attempted solutions so far:
We have tried the following workarounds:

  1. Manually selecting all Sales Reps

    • This works temporarily but requires constant maintenance as reps change.

  2. Using team groups

    • This reduces maintenance slightly but still requires updating the team when staff changes.

  3. Considering calendar duplication

    • Not practical for operational scheduling.

None of these solutions eliminate the maintenance burden.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven:
Before implementing Striven’s calendar for deliveries, our team relied on systems where:

  • All orders meeting certain criteria (status, type, delivery date) automatically populated a schedule

  • No user-specific filters were required.

Our current goal is to replicate that operational visibility in Striven by displaying all approved delivery orders scheduled by Target Date.

Because deliveries are operational rather than sales-rep specific, tying the calendar filter to Sales Rep or Customer Assigned To adds unnecessary complexity.

A dynamic “All” selection that automatically includes future users would:

  • Preserve the performance protections Striven implemented

  • Eliminate manual list maintenance

  • Allow delivery operations to scale without administrative friction