Customers with activities (et al)

@kevin,

I did not understand your question clearly. Can you please tell us more specifically? That would be great.

Thank you ??

The desire is to list companies that do not currently have an active schedule or action assigned to them in order to be able to identify companies that ‘need to be worked.’

Possibly this might require the addition of the status (in process, complete, not started) on the task for the companies/clients to be able to identify the ones with no current ‘active’ schedule or task.

As activities display on the schedule for tasks to be worked, the possibility of a ‘schedule’ listing companies ‘needing’ an activity.

Hopefully that helps to explain more clearly the request.

~Respect

@wildbuttrueblue, Thanks for the explanation. Your suggested feature is already in our future feature list and we are working on it. We have got a couple of request for this feature. As it will be a feature in “Project Manager” and we are rewriting the code of “Project Manager” to make it more flexible and user-friendly, so it will take a bit time to release an update having this feature.

Thank you for your great suggestion.
Appreciate it very much ??

Thank you, I will be anxiously awaiting the implementation and arrival of this and other enhancements!

Again, love the plugin more and more as I become familiar with the workings of it. As well, let me again offer my services in BETA testing and in anyway I may be of service to the development, maintenance and use of the plugin.

An additional question that came to mind tonight – are there any planned modifications to the export function of the plugin? Have a need to export from the CRM into another plugin and the ability to export the life function (and possibly categories) would be very useful and advantageous. Especially in the instance where there are a large number of customers/clients.

Thank you

~Respect

@kevin, Yes you are right. We have a plan for this option too.

Thanks for your contribution ??