Appointment Calendar
gathering votes
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Karl Schmidt
I'd like to see the option for a grid calendar in the appointments section of drivecentric. Sometimes when I'm making an appointment that is a couple weeks out, I have to click through every day until the day of the appointment to make sure that I don't have anything scheduled that day. It would also be nice to see an overview of all of my currently set appointments for the week or month.
Shawn Goebel
Merged in a post:
See current days appointments without Daily activity access
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Louis Zmudzinski
Please make it so that reps can see their created appointments they set on the current day without having daily activity access. Not just what appointments are set to come in that day. OR make it so that reps can have daily activity access but only for their information.
Shawn Goebel
Louis Zmudzinski Thank you for the feature request! This is already possible! Users who have User Data Access, meaning they only see their customers and their Pipeline, should only see their Appointments on the Appointments screen. Is this not currently happening? Thank you!
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Louis Zmudzinski
Shawn Goebel I edited the requested. I am looking for my reps to see what their current created totals are for the current day. Not how many they have set to come in the current day. Example Rep A has 9 total appointments set, 4 are for tomorrow.
Shawn Goebel
Louis Zmudzinski: Ah okay, that makes more sense. You would like Appointments to show all future appointments without any kind of date range. I am going to combine this request with another one that I think is what you're looking for. Thank you again and have a great day!
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Alex Weidenbenner
Merged in a post:
format for visual individual
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Fernando Hernandez
I'm a visual learner, so I understand things better when I can see them laid out. That’s why I’d like to view my appointments in a calendar format instead of a list — it helps me get a better overall picture and stay more organized.
Shelby Parker
Hiya Fernando Hernandez, thanks for this post! I have a few more questions for you:
- What specific features would you like to see in the calendar view to help you stay organized?
- How frequently do you use the appointment feature, and would a calendar view change your usage habits?
- Are there any specific integrations or functionalities you would like the calendar view to have with other tools you use?
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Rebecca Karr
i would love to see a calender view! also in the appointment log - we used to be able to go day by day with an arrow to scroll through the days too, recent update now has it set up for a filter to pick each individual day -- can we bring that back pleeeeassseeeeeee
Shawn Goebel
gathering votes
Shawn Goebel
Karl Schmidt Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
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Karl Schmidt
Shawn Goebel Thank you! I saw a note from the genius as well. To answer the questions: 1: Interaction, I don't need to drag and drop appointments, just view them on the calendar. 2: It would be nice to have color coding for different types of appointments (one set color for service appointments, another for sale appointments, general, and delivery). 3: I typically don't schedule appointments more than a week in advance, but it would still be nice to be able to see an entire month overview. Similar to how the calendar app on iPhone works where you can view the whole month, then click into a specific day, and see a timeline of the day and what time any appointments are at.
Shawn Goebel
Karl Schmidt: Thank you Karl! We are working on a new Appointments screen! While it doesn't include a calendar, we are changing the date selector which should make it much easier to look in the future for appointments! Look for that new screen update in the future!
Shelby Parker
Great to hear your perspective, Karl Schmidt! I have a few more questions for you:
- Can you provide more details on how you would like to interact with the grid calendar? For example, would you like to be able to drag and drop appointments, or simply view them?
- Would you find it useful to have any additional features in the grid calendar, such as color-coding for different types of appointments or alerts for overlapping appointments?
- How far in advance do you typically schedule appointments? This can help us understand the default view for the calendar (week, month, etc.).