Be able to manually add activities - phone calls, meetings, etc | Voters

Be able to manually add activities - phone calls, meetings, etc

Amy Dudbridge

In the Activity tab on an opportunity I would like to be able to add upcoming meetings / calls manually as I usually sort this out over the phone or during a previous meeting and put it straight in my calendar. Also being able to log phone calls / important emails would be great too.

January 6, 2023

Tefan DiGiovanni

Just popped in to add a similar request. I would appreciate being able to manually enter meetings and calls under the meetings tab on a client for the ones scheduled outside of my meeting scheduler. At the very least an integration set up from Google Calendar to be able to map meetings and calls from the gCal to the Moxie Client card via event name or other custom field option.

Alison Waidell

Or allow you to actually make a call/send a text from the Add an Activity screen

Also allow those follow up/ meetings/phone call to sync with the calnedar

Oh awesome , just came to add this feature

Tanisha Lemelle

Yes, please! I need to be able to manually add meetings and meeting notes to client files. Not only in the pipeline, but under the client/contact or project so my team can always be aware of the latest conversation.

Anna Yates

Yes, manual meetings please! For opportunities like Amy mentioned, but I would use with clients too.