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Appointments/Meeting Request Templates

Often times we find ourselves creating the same type of appointment, with the same info over and over again. Not to be confused with a recurring appointment. For example, creating an meeting request for a conference call where everyone will use our conference bridge to call in. Some of this info changes, but much of it is static (ie the conference bridge info never changes). It would be cool to have appointment/meeting request templates where we could click the template name and it would populate the WorldClient appointment fields with information, sparing you having to type the same info over and over again.

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Rick Harber shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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