Create default privacy option setting for create activity window
Please allow a default setting for create activity screen or activities created by activities created by integrations like Acuity to allow the privacy option to default to a specific team rather than Everyone. As an IAR in a firm of more than 24 advisor teams, changing this each time an activity is created is time consuming; when an incorrect team is selected, it’s necessary to ask the administrator to change it.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!