Simple Contact Creation that showed on the calendar as a task
When you create a contact you are asked to schedule a date and time and a status as appointment or lead. You are asked to assign it to someone. Then, after having added it to the calendar as a contact you are then required to create the same set of information again as a task.
Add a "add as task" button so that when you create a customer they are automatically added as a task as well. This will end a very stupid redundancy and a chance for missing appointments because someone created a contact and didn't double down as a task. This will also make it so the calendar is synced automatically since only tasks are pushed through to synced calendars. Please do this ASAP.
PowerCo Admin
shared this idea
I’m not clear on what you mean by having to add a task with the same due date.
If you add a date and time to the Contact screen when adding or editing a contact, it will show that contact on the Calendar. If those contacts are not showing up, you need to check the boxes for those Contact Types in the left side panel of the calendar so they are showing rather than hidden.
You should not need to be redundant with scheduling, as long as you’re viewing the calendar with the right settings and adding the due date/time to the contacts.
For further assistance, contact support (support@JobNimbus.com or 855-964-6287).