Contact Card to show Upcoming Appointments/Tasks
Enhance the client contact card to display real-time key information, specifically:
Whether the client has an upcoming appointment scheduled (with date and time)
Number of open tasks linked to their name
Reasoning:
This would streamline workflow by allowing users to quickly see important details at a glance without having to search elsewhere. It would save time, reduce back-and-forth navigation, and improve overall efficiency when interacting with client profiles.
7
votes