KyleeMFA
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1,709 votes
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100 votes
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141 votes
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552 votes
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199 votes
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590 votes
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747 votes
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183 votes
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419 votes
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336 votes
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1,232 votes
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KyleeMFA
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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.