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Status Investigating
Categories CRM App
Created by Guest
Created on Aug 6, 2020

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-2566 Book out days for tasks.

Add Holiday/Out of office and prevent recalls/tasks Merged

I think it would be massively beneficial to be able to put your re-call calendar on "Holiday/Out of Office".

I understand most in the office know of your absence when your away, but they don't memories your holiday dates for the future.

It would stop you coming back to potential many missed opportunity's and a potential back log which other could be dealing with whilst your away.

  • Guest
    Reply
    |     Jan 10, 2022

    A system option to either:

    • Allow the setting of a task but warn the users who set the task that you're out of office date X until Y

    • Completely stop the setting of tasks over you out of office period

    I can see user cases for both of these scenarios.

  • Guest
    Reply
    |     Nov 30, 2021

    This would be a very useful feature for a sales team all being on one page - it would mean that they can schedule calls in confidence that it will be completed. Especially if a task is being scheduled for another team member.

  • +7
4 MERGED

Preventing recalls for out of office period

Merged
There is no direct way of preventing recalls being set for a user during a period when they will be out of office. A workaround could be setting a recall limit for the period in which the user is away. But a more ideal approach could be to prevent...
Guest over 4 years ago in CRM App 0 Investigating
0 MERGED

Ability to not allow recalls to be set if user is on holiday

Merged
CSG would like to restrict recalls being set for users if they are on holiday. This would require the ability to somehow store user holidays within the CRM or integrate to a 3rd party calendar tool such as outlook or google mail.
Guest about 6 years ago in  0 Investigating