Calendar & Tasks
192 results found
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Work Order Calendar Sync
We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.
15 votes -
1 vote
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Pre-Set Templates
We have a set of templates that we need for each job. Things that need to happen every time a customer is signed.
3 votes -
Sync Addresses to External Calendars
I'd like the address of the Job or Contact the task is scheduled under to show up in my google/outlook/iphone calendar so that I can know where I need to be for the task.
1 vote -
Notifications for unassigned Tasks
There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks
3 votes -
Task activity show on the related contact/job activity
It would be really cool if there was a way that notes activity could reflect together on the related contact activity. So I could have the notes in the task & in the contact, then be able to search by related to each task.
4 votes -
Appointment optimization by Geo-Reference
I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.
13 votes -
Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
12 votes -
Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
3 votes -
Ability to add notes to Tasks
Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.
4 votes -
Disable drag option on calendar
I would like an option to disable the "drag and drop" feature with the calendar. Sometimes tasks get moved inadvertently this way and it messes everything up.
3 votes -
Centralized Calendar for all users to see
It would be useful to be able to share a main or central company calendar with all users that they can access form their profiles.
8 votes -
2 votes
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Task Type that requires the user to select an outcome
Create an outcome task type that requires the user to choose the outcome prior to completing the task. This could be used in an approval process if a manager needs to approve or deny something, can be tied to automation to send a job in a certain direction depending on the outcome. Very useful!!
4 votes -
Ability to edit or format the information on that appears on the calendar.
Minimal job information on the calendar would be very helpful. Please see attached example
3 votes -
Color code calendar for specific tasks
Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.
12 votes -
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
2 votes -
Appointment Results (Configurable List)
Request:
Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.Background:
We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.5 votes -
all day events that dont take up time slot space
All-Day events that dont take up time slot space in a WEEK view. I will have installations and inspections that have no specific time slot, it would be nice to see them in an all-day area like calendars typically show.
3 votes -
Customize Task List
I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.
5 votes
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