We have redesigned the Iris calendar to provide a cleaner user experience, and provide users with more information within the calendar itself.
Within your Iris calendar, you can now view a brief summary of each event.
Events/sessions that have a workflow associated with it will now show those items within the calendar summary.
You will find the following items included in the summary:
Sent Invoices, including status and due date
Sent Contracts, including signature status
Sent Questionnaires
Sent Emails
Upcoming Scheduled Emails
Note: Items associated with your workflows (invoices, contracts and questionnaires) will not show in the summary until after they have been sent to your client.
