QUICK ACTIVITY RESCHEDULE

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Mike Poling

• October 21, 2021 17:53

Add feature/button to "reschedule" an existing contact activity. You can do it if you select open / complete check box. But would recommend clicking on the calendar Icon that is already there to reschedule.

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  Moni

  • October 25, 2021 08:35

  Mike,

  Can you share the screenshot or location where you want to reschedule activities quickly?  

  We already have a few options to reschedule activities:

  1. From the dashboard My Agenda view, you get reschedule option while you hover the activities
  2. From the activity calendar view, you can drag-drop activities and reschedule them.

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  Mike Poling

  • October 25, 2021 14:42
  • Edited

  Sure.  The goal is to add a very quick way to update/reschedule a call or activity (mostly calls). Many times when calling on a group of leads you will leave message to call me back (LMTCMB) and move on to the next contact. This will help quickly reschedule and note that.

  Here are the 2 options i think make sense (both would be super helpful)

  1. Click on date in activity and use date drop down/form to select new date (don't leave page/contact form)

  2. Add a quick reschedule button in activity would be awesome IE: Reschedule for 1 day or 3 days or 7 days.

  See my screen shot with notes. 

   

  

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