Appointments/Meeting Request Templates
Often times we find ourselves creating the same type of appointment, with the same info over and over again. Not to be confused with a recurring appointment. For example, creating an meeting request for a conference call where everyone will use our conference bridge to call in. Some of this info changes, but much of it is static (ie the conference bridge info never changes). It would be cool to have appointment/meeting request templates where we could click the template name and it would populate the WorldClient appointment fields with information, sparing you having to type the same info over and over again.
Hello Rick,
Thank you for sharing your idea on Appointment/Meeting Requests Templates for WorldClient. It will be considered for future versions.
Thanks again,
Arron