Appointment 2.0 Tab This Month Quick Filter
M
Michael Brand
A This month Quick Filter Vs Custom would be beneficial
Shelby Parker
Hello Michael Brand! I have a few more questions for you:
- What specific benefits do you anticipate from having a 'This Month' quick filter?
- How frequently do you need to use a 'This Month' filter compared to other time frames?
- Are there any specific tasks or reports that would be improved by having a 'This Month' filter?
M
Michael Brand
Shelby Parker
Hey Shelby
Dealerships operate on a monthly basis so MTD views are crucial
I pull my teams appointments MTD daily