Hello all, we just dispatched a new enhancement update for Toolsoncloud CRM with a new filter for Meetings module in the CRM.
Here's a brief of this new enhancement
Need?
Uptill now, users were able to create new meetings and view all of them categorized under two tabs - one for upcoming meetings and one for past meetings.
We thought, users would be interested to get a quick glance of some commonly used time periods such as meetings scheduled today, tomorrow or during upcoming week.
What's New?
With this update, users can get quick view of the meeting scheduled for today, tomorrow as well as upcoming week, in addition to the earlier existing tabs for all past and all upcoming meetings.
Users can view the meetings segregated under the header by navigating to the Meetings list page from the CRM navigation bar on the top.
Here, users can locate 5 pills on the top left side of the content pane of the Meetings list page.
The pills will be organized as:
- Upcoming
- Today
- Tomorrow
- This Week
- Past
Users can click on "Today" pill to view all meetings which are scheduled in the next 24 hours from now.
Users can click on "Tomorrow" pill to view all the meetings which are scheduled for tomorrow (from 24 hours to 48 hours from now).
Users can click on "This Week" pill to view all the meetings scheduled within upcoming 7 days from now.
The function of "Upcoming" and "Past" pill will remain AS-IS, i.e users will be able to view all the meetings which are upcoming and are passed respectively.
I hope you will find these enhancements useful. Please do share your thoughts to help improve the app.