Paul+Corriveau

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    under review  ·  0 comments  ·  Official DTD Support  ·  Flag idea as inappropriate…  ·  Admin →
    Paul+Corriveau supported this idea  · 
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    Paul+Corriveau commented  · 

    there a number of customers that may not be on the LCBO or TBS licensee directory. New accounts opening up that do not have a license yet.

  3. 3 votes

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    0 comments  ·  Official DTD Support  ·  Flag idea as inappropriate…  ·  Admin →

    The Call Day Follow Up functionality is designed as a visual reminder for the current day.

    DTD Premium includes our fully integrated CRM which supports Tasks alongside Calendar (Google/Outlook/Apple) integration. With Tasks, you can set Cal notifications for any number of reasons.

    Adding similar support for Follow Ups is certainly possible, however it will require an interface audit for useability.

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