Improved Appointment Management in Conversations Module

Managing Your Appointments Just Got Easier!

We’re excited to share some improvements to the way you manage appointments in the Conversations module. These subtle but important changes will make managing your appointments easier and more intuitive.

Updates to Cancelled Appointments

Previously, when you cancelled an appointment, you lost the ability to view the details of that appointment within the Conversations module. We heard your feedback and have now updated this feature to provide more flexibility.

  • The “View Appointment” option is now available for cancelled appointments.
  • Our users can access and modify the specifics of cancelled appointments directly from the Conversations module.

See the new look of the updated feature:
Screenshot 2024-05-01 at 1
Screenshot 2024-05-01 at 1

Enhancements to Deleted Appointments

Maintaining a record of deleted appointments has always been a useful feature. However, it was confusing to locate since the title did not clearly indicate it was a deleted appointment. So we made the necessary changes:

  • Now, when an appointment is deleted, the activity title clearly reads as “Appointment Deleted”.
  • While users can view deleted appointments, note that modifications are not allowed to keep the record intact.

Check out the updated feature here:
Screenshot 2024-05-01 at 1
Screenshot 2024-05-01 at 1

We hope these enhancements to our Conversations module will make it easier for you to manage, view, and update your appointments. We’re constantly working to improve our features based on your feedback.

In Case You Missed It

Don’t forget to check out our latest product update for more improvements and new features. At SMBcrm, we’re dedicated to providing you with the most effective tools to streamline your business operations.

If you have any questions or need further information, don’t hesitate to contact us. We’re here to help!

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Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.