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Sage Timeslips Premium Ideas Portal
Categories Other
Created by Tom Hinds
Created on Jul 6, 2023

CALENDAR: Enhance calendar functionality

1.) Filter the calendar by client

2.) Create calendar event templates

For example, X client type requires events 1, 2, 3, etc. to be completed by date 1, 2, 3, etc. Each of the events would be assigned a category and a "Competed" flag.

3.) Compare calendar events to actual activities

For example, calendar events 1, 2, 3, etc., due by x date, compare with actual events completed on x dates.