template activity
LOVE Template Activities, however, when I edit a Template Activity, why does it not automatically update all open activities that were created via the template (whether it's an one-off activity scheduled for the future or recurring activity)?
This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
-
Amy Walls commented
I like this idea. I'd want it to be a choice and not automatic to update all as we might lose important info in existing tasks.
-
Tracy commented
Like this idea; however, want to be sure that any open, assigned activites do not lose any additional comments/changes that have been done between the original creation and the time the the template is updated.