View next meeting date in the client tile | Voters

View next meeting date in the client tile

Kelly Adams

Being able to see the meeting date (if there is one) visually on the card would be helpful. Right now, we put as the first task (and leave it open) APPT Type VID/In Office Date Time so at a glance we know how timely we need to be.

Created by Fred Egler

January 31, 2023

Kelly Adams

Huh, you all solved this quite a bit ago... looks like my original post was from 2 years ago.

Fred Egler

Kelly Adams: yes, you're right! We completed the original post (Client workflow cards arranged by meeting date) and merged it into this one, but we wanted to create a second post (this one) to capture the feedback of viewing the next meeting date on the client tile.

Fred Egler

Merged in a post:

Client workflow cards arranged by meeting date

Anne L McFarland

Maybe this is the case - is it possible to arrange the client/workflow cards by the meeting date? That way at a glance we could see what is coming up soon as opposed to a list of clients in what seems to be a random order.

January 31, 2023

Fred Egler

Merged in a post:

See a client's next meeting date from the client tile

Ron Gorodetsky

I'd like to be able to quickly see the next meeting date for a client right from the client tile, please. This way, I can always be aware of when a meeting is approaching.

January 31, 2023

David Shotwell

This would be very helpful for meeting prep and follow up and sorting priority.

Kelly Adams

To piggy back on this comment, being able to see the meeting date (if there is one) visually on the card would be helpful. Right now, we put as the first task (and leave it open) APPT Type VID/In Office Date Time so at a glance we know how timely we need to be.

Ron Gorodetsky

The "Sort by" option in a workflow's menu makes it easy to re-order the list of clients in that workflow by multiple factors, including Next Meeting Date! Check it out, let us know what you think.