Allow users to set whether a custom activity is either an appointment or task
We created a new activity category that is basically a special kind of task. Unfortunately, Retriever identifies all custom activities as appointments, so now these tasks are syncing with advisors calendars, where we don't want them. Please allow users to program whether a new activity category is an appointment or a task, to allow us greater calendar customization without flooding outlook calendars with clutter.
15
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Sarah
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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