Advanced Workflow Features

January 30, 2017 no comments

Advanced Workflow Features

0
Crystal

I would like to have an event trigger options to do other tasks/activities. For example, when I add a calendar event for a client conference I would like to see an option to create a future calendar event or a future task event to follow up with the client. I have used other practice management software that provides that feature.

Also, I would like to see the system provide the option to recalculate subsequent workflow tasks due dates if I push a prior task due date out. Currently, if I push out one date in the workflow, then I have to re-calculate and manually adjust all subsequent due dates.

David Seltzer answered
    0
    David Seltzer

    Hi Crystal and thank you for the question.  As we discussed when we spoke, I will be adding these requests to our feature list.  If any changes get made, I will be sure to let you know.

    David Seltzer answered
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