Follow-up ToDos
We often use the Phone button in the Customer section to keep notes on our calls with our customers. We'd like an easy way to auto-create a follow-up todo based on the call. This follow-up today would be for the same customer and operator. Perhaps a checkbox to select that this needs a follow-up and also have a field for follow-up date (that might default to whatever increment was used last time, e.g. two weeks.)
4
votes
AdminRuss - NewHaven Software
(Product Manager, NewHaven Software)
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