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Add a field for "Upcoming Appointments" that can be used to filter Contacts



Posted Nov 23, 2021

It would be very useful to have a Contact Properties field for "Upcoming Appointments" which could be used to filter Contact lists. Ideally the field would display the Upcoming Appointment date.


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2 comments

I definitely agree with this -- not having visibility into upcoming appointments (either my own or across the team) in the Contacts tab often causes issues with appropriate follow ups etc.

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We would really appreciate to have this option for the "Deals" section as well. We want to be able to see WHEN exactly the next step will take place/when the appointment is booked.

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