Add contact log entry from the agenda
Allow me to add a contact log entry for a client from the Agenda.
3
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Melissa Smith commented
LOVE this idea. I want to have the contact log as a tab on the client details page and on the agenda!
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Joseline Harris
commented
The option from the Agenda view to add a Contact Log; more specifically if there was a cancellation, the visit was a call or email, or if someone needs to easily make a contact log notation in the chart.