We are working on a new feature called “Calendar” that allows advisors to have an overview of their upcoming and past interactions for all clients, which they currently cannot see.
With the new feature you will be able to:
Add interactions.
Have a list view of your past and upcoming interactions.
Have a Grid View as a calendar of this information.
Below, you can see the first mock-ups of how it will look like.
#1. See your calendar interactions list
In the “Calendar” page you can now see the list of the upcoming and past interactions with all the relevant information previously added such as: Client company, type, date, title and location.
#2. Add a new interaction
From this same place page you can also add new interactions with your clients.
3. Change to Grid View to display it as a regular calendar
You also have the option to see this page as a regular calendar where you can click each interaction to see more information.
4. See and edit information on each interaction
By clicking on each interaction weather is on the list or grid view you’ll see this pop up with all the information related to a previously added interaction or in blank to be filled out and creating a new one.
5. Change between years
You also have an option on the right to change between year and have access to this information.
Please share your comment below, and take part in the development of the upcoming page.