Contacts feature to allow future dates so the Dashboard has upcoming meetings
under review
Financial Coaching by Anja
Give us a way to add consultations or coaching appointments ahead of time through the "Add Activity" option in Contacts. That way, they would (should) show up in our Dashboard under "Today's Tasks", like they do for SmartDollar clients.
Also, is there a way to change the date settings to set to our time zone? I am continually changing dates back one day for any activity entered after 4pm PT, as much of my office work takes place later in the day.
K
Kevin McAlexander
We used to be able to enter any date we wanted and then the data picker was restricted for some unknown reason. Please return this ability.
Coach Natalie Kaibel
Totally agree with the time zone thing!!!
Nichole OHearn
under review