If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Setting up an appointment

TaxDivaTaxDiva Posts: 64 ✭✭✭

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.

2
2 votes

New Idea · Last Updated

Comments

Sign In or Register to comment.