Allow Scheduling Appointments for the Past | Voters

Allow Scheduling Appointments for the Past

Noel Gabaree

Once the month has ended and been “closed out,” we are unable to create or modify appointments or deals for that past month. This limitation prevents correcting missed entries, fixing errors, or ensuring reporting accuracy.

Shelby Parker

Thanks for flagging this, Noel Gabaree — totally hear you on how limiting that is when you need to correct missed entries or fix reporting after a month is closed out. I’m sharing this with the team for review, and if we need a bit more context on your workflow (e.g., what kinds of edits you typically need to make after close), we’ll follow up with a couple quick questions.