Create a Reminder when entering a note
Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.
Sarah Pardoe
shared this idea
We have added a tick box that will allow you to also create a reminder at the point of creating a note, hopefully saving you from doing double data entry. See the attached picture.
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Sarah Pardoe
commented
Hi guys did you get my review response on this one? Do you have any further questions?
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Wayne
commented
Have a "number of days from now" option. Default 1 day
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Mimma DiBella
commented
Perhaps have a date box next to the check box for the reminder.
If further changes need to made made to the reminder then we can use the current reminder system
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Jayden McHenry
commented
This would be awesome and much more efficient to get through daily reminders. Too much handling in completing notes, then going into contact and adding another reminder - it should be an option to set new reminder when ticking of the current one
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Mitch Semple commented
awesome idea- time in motion and better workflow