Activity Template - Add checkboxes, fillable PDF style
I like the idea of an activity template but I have some processes done now on forms that have nice spots to check off things and in activities I cannot do that. I would love a checkbox bulleted list option like in OneNote. I also would love to be able to make some default activity template text not editable and make it obvious where a person needs to fill out their info. I don't want them deleting 'Account Type - ' to put in (on a new account template) IRA. I also wouldn't mind making some boxes or fields required as well so they have to fill out my digitized form in the activity completely before they can save it/assign it.
18
votes
Leo O'Connor Jr
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