"Add Event" on Calendar page - allow us to choose a client/project to link with Event/Meeting
James Munton
There is an Add Event menu item on the Calendar page, but currently no way to link the event to a Client or Project. It would also be helpful to have an "Add Event/Meeting" within the Client/Project area. Right now the client can make an appointment with us (via the Scheduler), but we have no way to make an appointment with the client!
Al Topping Photos & Film
Surprised this hasn't been implemented so far. A way for us to add a meeting to Moxie for a client (+ others too) from a client area or in the meeting's menu.
D
Don DeWitt
I came here because I just tried doing this and noticed it wasn't an option. This would be a HUGE help.
The Canty Company LLC
I really could've used this today. Please consider.
Dane Zahorsky
Totally agree. This is kind of nuts to me. I am often the one who needs to create the meetings and then send a reminder to my client. I had posted in project request to be able to link meeting or event specific notes to these as well so we could sort by date and have a record of each meeting with notes.
Jay Rehani
Very important! To make it even more helpful, add these features:
-Ability to create set reoccurring meetings & various locations each meeting (example - I create a weekly check-in call, this week is via meets, next week in-person, zoom, etc).
-Option to notify you if a conflict arises in both user & client facing portal
to have an option to reschedule / suggest a different time.
B
Blessing
It would be great if this view gave a few options:
- ability to select an appointment slot according to an existing scheduler 2. select an arbitrary date & time, which would allow overriding of a specific scheduler