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KyleeMFA

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  1. 103 votes
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  2. 570 votes
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  3. 205 votes
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  4. 596 votes
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    KyleeMFA supported this idea  · 
  5. 768 votes
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    KyleeMFA commented  · 

    The 'Client Review' section should be more integrated with the calendar so they work together for a more comprehensive client review calendar. When a reoccurring Client Review notice pops up, it should have the ability to schedule the client meeting as an activity in the calendar and mark the review reminder as complete. The review reminder should be set up similar to a task, meaning that it does not go away until it is marked complete. Once the client meeting activity is complete, it should be updated in the Client Review section as "Last Review date".

    With the current system to have a client review schedule requires that I put a reminder in Client Review, then create a separate reoccurring task to schedule the meeting, and then create another separate activity for the actual client meeting/contact. In essence I have 3 calendar items for one actual meeting. Not very efficient or calendar-friendly.

    KyleeMFA supported this idea  · 
  6. 193 votes
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  7. 452 votes
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  8. 348 votes
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  9. 1,265 votes
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    KyleeMFA supported this idea  · 

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