roel
Joined: 11 Feb 2007
Posts: 3
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| Posted: Tue Mar 20, 2007 2:28 pm Post subject: Add note after call or meeting |
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Hi there,
I've got a feature request for the calendar module.
When putting the status of a 'call' or 'meeting' from 'planned' to 'held' I often directly want to add some extra information, for example a note: what was the outcome of the call/meeting? Or sometimes I want to add one or more attachments. And in some cases I want to be able to directly plan a follow-up call or meeting with the same contact(s) without going through the whole addition process.
The notes and/or attachments would of course also be added to the accounts/contacts that were added in the 'Related To' tab of the calendar item.
How would this procedure work?
- change status from 'planned' to 'held'
- show popup screen for adding notes/attachments or for making a copy of the event
- hit the 'save' button
- all done!
thnx.
Roel |
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