Hello Home Office Pro Users!
Thank you for all of the great feedback on the changes we have made to the Contact Pop Up, My Contacts center and the addition of the To-Do List. Due to this great feedback and the number of those requesting it, we have put the Recommended Next Actions back into the main view of the Contact Pop Up.The Recommended Next Actions will no longer be hidden under a Toggle Link, making them easier to view and change.
The calendar will still appear beneath them when you choose and Out Come that recommends that you Set an Appointment. There is now a link that will appear, “Do Not Set Appointment”, which you can click to hide the pop-up calendar and choose not to create an event.
The To-Do list feature is still on the Contact Pop up. Under the When?, it is now set to be “Do Not Add” by default. If you wish to add a To-Do, type in a subject and then change the When? drop down to the desired time-frame. You must select an outcome to add a To-Do from the contact pop up. The To-Do is great for adding yourself a reminder to do something with the current contact when you are not setting a specific date appointment in your calendar.
Thank you again for all of your great feedback!
Proud member of the Team,
PM and Client Relations