The calendar is underutilised. It would be very useful to be able to set reminders linked to contacts and companies. These would appear in the calendar and also send emails to user on date/time.
This would be a very useful CRM feature, without much overhead complexity (I would imagine).
I’m not talking about simply adding a note for a contact (which also takes a date input). Here is what I imagine:
An + Add reminder button could be provided:
- On the contact details page (i.e. Edit, Send email, Add reminder, Close) On the calendar page
- Reminders need a contact picker, note field and a date/time picker.
Reminder items will display on the calendar – which can be clicked to view details in a modal. Could provide edit/delete buttons within the modal.
Reminders are sent via email to contact owner.
Could reminder email delivery be bundled into the Email Queue cron job?