I suggest you ...

automatic update on follow up on the dashboard

the dashboard tells me what tasks/follow ups to do, then I open the contact, do the follow up (email, phone, text or other) and make notes and then have to go back to the dashboard to tell the program that I DID the task....... that the system isn't programmed to recognize and entry and "complete" the task? why? that isn't efficient that the enduser has to do extra steps.

4 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Teri Barlow shared this idea  ·   ·  Admin →

    0 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...

      Feedback and Knowledge Base