action tab
we need a next acton tab that lets you put in a reminder that syncs with outlook. This is very important and needs to be done asap. also whe you enter a new prospect/client how about a primary contact position.
left multiple VMs with original requester. Couldn’t seem to get in touch to clarify this. Declining due to lack of information.
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Anonymous commented
Ryan please feel free to call me anytime
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AdminRyan Moore (Product Owner, Matrix) commented
Not sure I understand this request entirely. I think some of what you want already exists, but please respond in order to help us help you better.
If you'd like a reminder in outlook of an activity, simply click the "Download iCal" checkbox when creating an activity. This will create a file you can save to Outlook while still doing all of your activities in Matrix. Alternatively, if you have an activity that has already been created, you can download the iCal from the gear menu from any activity list or pod.