Use details from previous activity

[#1]

Please make a preference to disable (as default) the "Use details from previous activity" (checkbox) in the activity detail tab !!!

It's really annoyaing to uncheck it every single time.

This would be quite usefull when talking to recurring clients, you don't want to see all your activies from the last 3 years...

I make 1 activity per call and follow the entire history in the history tab.

Thanks

See post below

http://community.act.com/sage/board/message?board.id=ACT&message.id=28271#M28271

Message Edited by dlunceford on 09-24-2009 12:17 PM

[#2]

While sometimes this bugs me, I guess it's the difference between a new activity and a follow up...

To me a followup means I might not have completed all the items in the details... so, when creating the new activity, I clear out the items that were done, then I clear the ones not done from the history so it records what I completed.

Would that work?

[#3]

I understand your way of working. It's just that I'm used to work by clearing the activity and then creating a new one.

Let's say for instance my activity was to “call the client” on a Monday, then I go in my activities see the call I have to make a call then call the client. Whether or not that I get the client on the phone I did make “the call” and either if I spoke to the person or left a message in a voice mail, I clear the activity and then create a new one. Maybe on the following Wednesday if I got the voice mail...

For me that’s an activity that I did and cleared. I can now pull reports of how many calls I’ve made and follow the entire history in the history tab.

[#4]

If you just left a message or attempted, maybe use Ctrl-H to record a seperate history of the call and just re-schedule the original