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Becky Smith

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  1. adding multiple contacts to an activity

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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Becky Smith supported this idea  · 
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    Becky Smith commented  · 

    We'd like to be able to enter both the husband and the wife in the "Contact Name" field when creating a new activity. Or, perhaps be able to enter the Household name. Then it wouldn't be necessary to take the extra steps of clicking the create and edit button, and adding the spouse under "Linked Contacts". Plus, doing the 2 step linking of a couple gives the attendee 2 e-mails for the same meeting. The first one is for the original activity (the husband's name is listed) and the second one is for both names as the wife's name has now been added and a new e-mail is generated saying the activity has been updated. We don't want to turn off e-mail for updated activities b/c that is helpful when an activity time or date has been changed, but we don't need 2 e-mail for the same activity. Thanks!

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