Name of Feature/Request: Have a PDF version for a task for offline use.
What financial, time savings, or quality of life improvements will occur from this: Have a PDF version for a task for offline use.
Attempted Solutions So Far: Options for custom software.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hey Gabby,
We conduct site visits at customer’s homes. Before scheduling an appointment, it is Importsant our sales team asks the correct questions. Right now, they fill out a google calendar entry that looks like the screenshot. How do you recommend we best make use of Striven to have required fields when scheduling an appointment? Is this possible with Striven? | Previously accomplished: Currently can email the task details from the task.
StrivenID: 3246876