2 votesPaul+Corriveau supported this idea ·
An error occurred while saving the commentPaul+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.
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.