Calendar & Events

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?

I’d like to schedule an event on my calendar with patients

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.