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Anne Dumas

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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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    Anne Dumas commented  · 

    We used to be able to select more than one attendees at a time when scheduling something on the calendar for several advisors or all of us. We would like that option back - it is a real pain to add each attendee one at a time.

    Anne Dumas supported this idea  · 

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