The calendar and tasks are beneficial and have enough space to make notes and reminders Review collected by and hosted on G2.com.
Sometimes it takes a while to jump from one file to the other one. Also will be helpful to highlight the notes from the rest of the journal Review collected by and hosted on G2.com.
Thank you for taking the time to provide us your feedback. We appreciate it! Tasks and scheduling is an area we see a lot of firms using to coordinate staff workload. What did you think of the new 'scheduler' area of the Calendar? It was made to help firms do booking and look at different user's schedules at the same time (good for finding availability for consultations). You mentioned you would like to edit Contacts without going to a different tab. What view are you on where you would want to edit a Contact? What kind of info would you want to see/edit?



