Add the "Appointment Notes" back to Appointments 2.0
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Nick Vellutini
In the Legacy Appointments tool, we have column selections that we could choose from and one of them was the "Appointment Note". In the Appointments 2.0 tool, we do not have this column option anymore.
This column helped me quickly identify what each Appointment was for in one location instead of needing to access each customer record to see what the Appointment was for. I would love to see this be added into the new Appointments 2.0 tool to help my day out!
Created by Tyler Garven
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Greg Jones
This feature was removed when you fixed the date change. PUT IT BACK PLEASE!! We used it EVERYDAY!!
Shelby Parker
Hello Nick Vellutini! Following up on this:
- How frequently did you use the 'Appointment Note' column in the Legacy Appointments tool?
- Are there specific types of appointments where the 'Appointment Note' is particularly useful?
- Would you like any additional features related to appointment notes in the Appointments 2.0 tool?
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Nick Vellutini
Shelby Parker My dealership used the appointment note on almost every single appointment we booked. It allows us all to see how the day is planned at a glance rather than clicking into each profile and sifting through the notes.
All sales appointments benefit from the appointment notes feature
Nothing additional is needed, just restore the column to the appointment viewer page. I am shocked that it was not carried over from the prior appointment board