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Paul+Corriveau

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  1. Make Day Plan Stops Easier to Reorder

    2 votes

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    under review  ·  0 comments  ·  Official DTD Support  ·  Admin →
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    Paul+Corriveau supported this idea  · 

  2. Add Manual Addresses to Tasks

    1 vote

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    closed  ·  2 comments  ·  Official DTD Support  ·  Admin →
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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. Is there an interest in connecting a google calendar to the 'Follow Ups' we schedule? Or is there a quick look/screen for all Follow Ups?

    3 votes

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    0 comments  ·  Official DTD Support  ·  Admin →
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    under review  ·  AdminDigThisData Support (Support, DigThisData) responded

    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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