Pocket agenda for filtered contacts
After completing a filter search for contacts, we would like to be able to print a pocket agenda to make calling them easier. Much like you can when you have reminders due. Exporting them into an excel list is very messy.
Anonymous
shared this idea
Thanks for the suggestions – this feature is now available! We’ve improved Pocket Agendas in several ways, and you can now generate a Pocket Agenda from a contact list view.
More info available in the blog post: https://www.rexsoftware.com/blog/feature-release-pocket-agenda-redesign/
-
Glenda Buschl
commented
I'm very keen for this enhancement to be given priority status.
-
Michael
commented
Love the pocket agenda for smashing out a call session but only works if there's already a track with a due call.
Would love to be able to filter my contacts for tags 'potential sellers' and 'suburb' when I get a new listing to create a pocket agenda of calls to smash out for an hour or between appointments on the road