Can you add text on the activity window that says how many activities are already scheduled on the due date you want your activity to be completed by?

It can say “you have XX activities scheduled on this date” or something like that.

You can display this text next to the red text that display that already shows "you have X conflicts".

I believe this will help advisors like me and our practice manages not have to have two tabs so we can preview the calendar and then toggle over to complete the activity on the note we just finished. It can help us save time and also not have a massive amount of past due activities.

I can help advisors be better at setting turn around times for their clients, which lead to better client experiences, which leads to more business opportunities 😊