Setting up an appointment

TaxDivaTaxDiva Posts: 27 ✭✭

When setting up an appointment is there anyway we can have a dropdown or something to show who made the appointment. We have alot of client & we like to see who makes the majority of the appointments.

Then we could also run a report by who made the appointments.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 97 admin

    Hi!

    I will go ahead and submit this as a feature request. I haven't had anyone request this functionality before so I will get it to the dev team over calendars.

    Thank you for your request!

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