Planer calendar

  • Resolved sssss1

    (@sssss1)


    2 years, 5 months ago

    Hi, is there an option to add the user profile name beside the task in the planer calendar?

Viewing 3 replies - 1 through 3 (of 3 total)
  • Jay

    (@bluejay77)

    Hi @sssss1,

    By “user profile name”, do you mean the CRM Contact the task is assigned to?

    In that case, you can switch to the “List View” which will show the assigned user’s profile name, as shown in the screenshots below:

    https://d.pr/i/lTJ4UO

    https://d.pr/i/USXhEu

    I hope that helps! Let us know if you have any other questions.

    Thread Starter sssss1

    (@sssss1)

    Hi, thanks for your response. Is there a way to add contact/client names in the calendar view? Or do you have some paid options to colorize calendar fields and add contact/client name on calendar field

    Jay

    (@bluejay77)

    Hi @sssss1,

    Currently, there isn’t a way to add contact/client names in the calendar view. But, you can filter tasks by contact names by using the drop-down menu on the top right-handside:

    https://d.pr/i/mAGOOz

    If filtering isn’t what you’re looking for, I recommend filing feature requests directly through our website here:

    * [https://kb.jetpackcrm.com/requesting-features-for-jetpack-crm/](https://kb.jetpackcrm.com/requesting-features-for-jetpack-crm/)

    Submitting via our website is the most efficient way since all requests received will be reviewed and triaged by our developers.

    Thanks!

Viewing 3 replies - 1 through 3 (of 3 total)
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