Feature Requests

I would like to be able to change the date on my to-do list so I can see upcoming tasks. I would like to have time to send my customers Birthday cards and Anniversary cards, instead of them arriving to my customer's late bc I did not realize until the day of their Birthday, etc.

Would like to be able to set certain tasks as Priority so that they move to the top of the Workplan as opposed to by time of day, or ability to mark the task as HOT.

I would like to be able to export my workplan as a Excel doc to import into excel or google docs. Currently the feature in the Gear icon in the top left is only available to print.

This button enables a manager or supervisor to reassign a daily work plan among selected users to ensure the completion of tasks for an absent team member. It’s designed for daily use, helping to maintain workflow continuity and ensure all work plans are completed efficiently.

This way the email is not missed by the person it was intended to go to, but management can still see ongoing communication.

on the work plan page if we can have a "notes" tab as well so we can see recently placed notes as well!

Please add back carousel arrows to new Work Plan!

install a search box on the work plan to be able to search for specific words in the task description. This is very helpful trying to find one activity or a group of activities in a larger list. This will also help prioritize as I can search for key words such as "appt" or "Anniversary" or any key word I might have used like a tag in the activity description. For instance, I have 71 tasks in my work plan today I would like to take a few minutes and just know out all my anniversary task. If I could just search on that key word, it would show me only those. A common reminder I use is call the set appt. It would be great to search on Appt and see anyone I set that specific task for as I would want to do them first thing in the morning.

It would be great to know that if any customers inquired apon vehicles were already sold and unavailable. Make the vehicle text red when that stock number becomes delivered?