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Angel

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  1. When creating new activity, give users the option to make the "more details page" the default.

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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angel commented  · 

    This feature would allow you to click to add a new appointment, then click 'edit' to get you to the larger appointment creation field without having to enter information on that front screen.

    Angel supported this idea  · 
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    Angel commented  · 

    I want to be able to select multiple attendees for an appointment at once.

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