Sync Appointments in DriveCentric to other Calendars | Voters

Sync Appointments in DriveCentric to other Calendars

gathering votes

Jonathan Schultz

It would be helpful to be able to sync our appointments in DriveCentric with other calendars such as:

Google Calendar
Apple Calendar
Outlook Calendar

Alex Weidenbenner

Merged in a post:

Calendar Integration

Evan Evangelista

Is there a plug in or feature in the roadmap that allows for the advisor to send a calendar invite to the customer through drive, and have it integrate to their Android/iOS calendar?

Shelby Parker

Great to hear your perspective, Evan Evangelista! I have a few more questions for you:

What specific features would you like to see in the calendar integration?
How frequently do you anticipate using the calendar invite feature?
Are there any specific calendar apps or services you currently use that you would like this feature to integrate with?

Shawn Goebel

Merged in a post:

Add a calendar within CRM for all appointments (personal & work related)

Andy Hitzemann

It would be great to be able to view my appointments, tasks, etc. both personal and work related in a unified calendar. I would like to be able to view my task load as I manually schedule follow up when bringing up said calendar and also be able to see vacation time I have scheduled. Management should also see these calendars and be searchable globally and by employee.

Shelby Parker

Thank you for posting, Andy Hitzemann! I have a few more questions for you:

Would you like to have the ability to differentiate between personal and work-related tasks within the calendar?
Should the calendar include notifications or reminders for upcoming tasks or appointments?
What level of detail would you like to see for each task or appointment within the calendar?

Grant Holt

i came to put in this exact request

Shawn Goebel

Merged in a post:

Profile Links to save externally

Dillon Johnson

I use my calendar everyday to maintain my schedule. I would like to be able to paste a link to the drivecentric app with the profile for my customer. This would allow me to open drive centric from my calendar and keep everything organized in 1 place.

Shelby Parker

Great to hear your perspective, Dillon Johnson! I have a few more questions for you:

Can you clarify which calendar application you are using?
Are there specific details from the DriveCentric profile you would like to see in your calendar?
Would you like this feature to be available for all profiles or only specific ones?

Jerry Bryant

syncing appointments with other calendars would improve my life greatly. Maybe even to the point that I become so happy that I permanently smile. Smiles attract people, so maybe I'd get married. Once married I could have children. Once I have kids, it's like having friends that will never leave me. So please integrate appointments with other calendars. I need friends.

Shawn Goebel

Merged in a post:

Calendly Integration

Chris Holly

This may already be suggested, but an integration with Calendly for appointments would be extremely helpful and the UI for the customer would be more enticing instead of the verbal method. Let's get to work on this..

Steve Ledbetter

Would like to see an option to sync with other calendars. Google, Apple, Outlook, etc. We're currently using two calendars for many internal functions. A sync with outside calendars would allow our people to integrate their personal calendars and devices with the CRM.

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