Open fahim-tazz opened 1 year ago
From our user interviews, financial advisors only track 1 appointment date, as there is no point having multiple appointments set in advance. Usually it is done 1 by 1, where the next appointment date is set during the current appointment. As such, it is a desired feature, and not a bug.
Improving on the extensiveness of the feature is in future plans, but does not count as a bug.
Team chose [response.Rejected
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Reason for disagreement: [replace this with your explanation]
Advisio tracks only one appointment per client at a time. This makes the Appointment Feature unhelpful to the user if they have recurring meetings, or want to schedule future appointments with a particular client.