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Jennifer Cooley

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  1. 3 votes

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    0 comments  ·  General  ·  Admin →
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  2. 17 votes

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    You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.

    Thanks for the suggestion!

    Jennifer Cooley supported this idea  · 
  3. 6 votes

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    Jennifer Cooley supported this idea  · 
  4. 88 votes

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    Jennifer Cooley commented  · 

    This original request was made in 2019! It's now 2024. I was even told last year that you are working on it. What is the update? When will it go live! This needs to happen!

    Jennifer Cooley supported this idea  · 
  5. 6 votes

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    Jennifer Cooley commented  · 

    Or be able to schedule/set up job/contact straight from the calendar!! example. go to calendar to see which sales rep and time slots available and then click on available time and create everything from there.. make the form to have all the options to create contact/job/appointment all in one spot. I hope this makes sense. We have a receptionist and this would cut down on all the back and forth.

    Jennifer Cooley supported this idea  · 

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