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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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    Anonymous commented  · 

    When initially creating an appointment on the calendar, it would be helpful to have the following options: location, importance, priority & description. These features only appear after the appointment is made on the calendar. We have to go back into the appointment to fill in those items/fields. It would be a time saver! Thank you!

    Anonymous supported this idea  · 

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