Opportunity Dates

For opportunities that have recurring dates, the list of dates isn't laid out great. It would be awesome if this could be a calendar view. 


Hi Miranda, 


Thanks for including a screenshot here! We appreciate this feedback. From my understanding, you'd like the ability for a user to toggle this view to a calendar view, much like their Calendar page -- is that correct? This is very similar to this request from a previous post: https://galaxydigital.freshdesk.com/a/forums/topics/36000014907


I will go ahead and add your thoughts to this existing note card, thank you!


Best,

Shonie

CX Specialist

she/her

A toggle would be ok, but I would prefer it just default to calendar view. I don't really see a need for the list that currently exists, as it is hard to read as is. 

The other request is definitely similar to mine. It is unfortunate to see someone requested this 3 years ago, but it hasn't happened yet. 

Hi Miranda,


Thanks for the additional information! Because enhancements to the software effect all of our client's sites, we do have to take into account their use cases and be sure we are designing what will be best for everyone! It looks like we haven't quite yet figured out the puzzle to this one, but it is very helpful to have your thoughts added here for review.


Thanks again for taking the time to post!

Shonie

CX Specialist

she / her

I definitely understand that, but I feel like a calendar view would benefit everyone. If you do roll out a way for users to choose calendar view, could you please allow site managers to choose this feature as a default for all users?

Hi Miranda,


Definitely, I will take note of this on my end to consider with the team. 


Thanks, Miranda!


Shonie

CX Specialist

she/her

Login or Signup to post a comment