Ideas & Enhancements

Search Checklists / Calendars across multiple users

For instance... We created a checklist item "2DO" in order to receive a reminder on an outstanding invoices. Once we receive payment, we click the checklist item. However, sometimes payments received only references the invoice number and it is helpful to search for the number in the checklists. Another option would be to search the calendars for that invoice number.

  • Guest
  • Jul 3 2024
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