PDA

View Full Version : FEATURE - CLIENT link to tasks and appointments



dasser
05-08-2012, 11:34 PM
When a client calls usually the first thing you do is bring their details up
then .. you want to know what history there is ...

It would be great if when you hit a client with a link to TASK or APPOINTMENT there is an icon that lists all the entries in date order ... from the CLIENT screen .
EG

:-)
BOB
Sydney
..

TASK DATE notes
fix printer 3/4/07 faulty head
printer maintain 3/7/13 regular maintenance
SCHEDULE
BOB 30/4/07 billed $45 supply printer back fixed