Reply To: CRM Schedule Task or Reminder Task

Home Forums CRM CRM Schedule Task or Reminder Task Reply To: CRM Schedule Task or Reminder Task



Yeah. i checked that schedule function is fine for my. This function appear in my calendar in the Overview Section of CRM tab. But the taks for future don’t appear in this section (my calendar in the section Overview in CRM tab). This future tasks can i only see in the ‘All Schedules’ section. Further, the activities created through Deals Addon only see in the activities of the Deals Addon. It’s possible integrate all this? The overview section in ‘My Calendar’ of the CRM tab should show all schedules, tasks programmed and futures. All in resume.


Another suggestion is that, in the section of my calendar of the CRM tab (Overview), it would greatly improve the user’s experience to click on a day (calendar box) options to create new agreement, new task, new activity, new programming, New Customer, New company. This would be like a quick access to what is done daily in a CRM software.

I stay tuned,

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