Product Enhancements

Update Salesforce add-in

Good afternoon,

Kris from Lifestyle, I hope all is well?

I just wanted to know whether it would be possible to update the Salesforce add-in with Outlook to include an additional option for Tasks in the drop down menu.

So far the available options are: 'Today', 'My Tasks', 'All Overdue', 'Completed Within Last 7 Days' & 'Delegated Tasks'.

I would like to know whether it would be possible to add another option: 'Tasks Due This Week' or 'Upcoming Tasks For Next 7 Days'?

This would help our Team greatly as we are heavily reliant on Outlook and will provide a viable enhancement moving forward in regards to our use and interactions with Practifi.

Please let me know if you require any more additional information.






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