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Jeffrey

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  1. Activities saved as draft

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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jeffrey commented  · 

    After spending a few minutes on updating a calendar activity item, with corresponding typed notes, one click of the surrounding greyed-out area deletes the open window, without saving all the typed changes.
    (It's especially easy to accidentally click the grey area, when switching back and forth between windows with other software programs).

    Jeffrey supported this idea  · 

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