Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Is there a Calendar or a ToDo system for tasks and reminders?

April 26, 2017calendar reminders system tasks todo

0

10 Posted

Is there a Calendar or a ToDo system for tasks and reminders?

1 Answer

0

10 Posted

Practice Builder includes a ToDo system with a calendar that allows you to set appointments and link them to clients or prospects. Reminders will pop up automatically if desired. Whenever you add comments to the Client Memo, a corresponding Appointment, Task, or both Appointment and Task, can be scheduled.