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  • in reply to: CRM Schedule Task or Reminder Task #20101


    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,

    in reply to: CRM Schedule Task or Reminder Task #20095

    Thanks! For u quick reply

    Is it possible to see in the calendar, that pending or future task? On the desktop of the CRM tab, in the My Calendar section. In the box of the day of the scheduled task.

    I think that there, that the scheduled tasks of both the CRM and the Deals module would be seen, would be perfect.

    I know something about programming, and I think it would be relatively simple to add that conditional to the box of each day. See the scheduled task, such as calling someone or meeting someone.

    When do you think that small but very useful detail would be added?

    Stay tuned,

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