Please add the ability to confirm appointments from the Opportunity Card.
K
Kevin Slaton
On the Opportunity card you can see a sidebar menu that has Book/Update appointment. In that screen you can select the Calendar, select a team member, date/time, Location and Appointment Title. However, you can't confirm the appointment from that screen.
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I
Iver Aune
D
DELETE USER
The Calendar functionality when booking via the opportunity Card and via the native method (i.e. going via the navigation menu link - "Calendar" then to "Appointments" and then either editing/ rescheduling (using the three dots) is not the same.
The native method pulls 90% of the info based on what calendar settings are set to, only the Appointment title is not automatically reflected, currently you have to manually type this out. The pulls through like meeting location, and time slots and team members.
Please can you get the calendars settings to work exactly how the native functionality works + rescheduling & automatically pulls through the Appointment Title based on what has been set on Calendar settings etc.