Managers tasks board (assign carer & client reminders etc.)
Rocio Solis
Merged in a post:
Show pinned notes in the Client calendar for better planning
Marjaana Jokinen
Carers often use pinned notes to notify managers about upcoming visits or special events with the client. Show the pinned notes also on the Client calendar view, not only on the Diary. That way the information is available for the planner without having to switch tabs.
Rocio Solis
Merged in a post:
Bulletin board / daily notes for the managers
Marjaana Jokinen
The Scheduling view should contain a section for notes showing the important things to remember for a particular day for managers.
This comes up in FI sales meetings and is also listed in Feature Upvote FI:
This is an often-quoted feature in Hilkka.