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Activity Privacy Options- change default from Everyone or allow users to change default

The new Activity Privacy Option defaults to Everyone. Few if any databases are going to want Everyone to see activities or to see colored blocks on their calendar marked Private. That means thousands and thousands of changes to activity privacy display. INSTEAD, change the default to Only Attendees, OR, allow users to change their default.

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Bob Habig shared this idea  ·   ·  Report…  ·  Admin →
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  • Ali Donnelly commented  ·   ·  Report

    What is the status on this? This would be highly beneficial to users to add. Almost every single activity I create, I have to make several extra clicks to maintain the privacy of our team. There are ~90 votes on this proposal, but I've also seen votes on proposals similar to this as well.

  • Heidi Malone commented  ·   ·  Report

    Agreed this would be a huge time saver!

  • Anonymous commented  ·   ·  Report

    Please notify when added

  • John Paul Webber commented  ·   ·  Report

    For offices with multiple advisors and segregated client bases, being able to allow users to default privacy options to their team saves hundreds, if not thousands, of mouse clicks over the course of just one year.

    This functionality should be enabled immediately to enhance administrative efficiency and decrease server resource loads.

  • Dennis Delphenich commented  ·   ·  Report

    It's 2019 and we are still dealing with this hugely important issue. Allowing the administrator to set this default globally would improve my firm's efficiency by light years.

  • Mark Buhrke commented  ·   ·  Report

    I agree. It would make life so much easier if the "notify team", "Privacy Options" and "Team" could all be set to a specific default without having to click on "Created and Edit". and why not open the full Activity Details page, including "Description" whenever creating an activity?

  • Kirbie Crowe commented  ·   ·  Report

    We would like to be able to change the default privacy settings for Activities. We would ideally like for every activity we create to be set to the privacy setting of only being seen by our team. Thanks!

  • Anonymous commented  ·   ·  Report

    I vote allow users to set their own default.

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