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'Use details from previous activity' has defaulted to ON for follow-up activities.

Copper Elite Contributor
Posts: 227
Country: New_Zealand

'Use details from previous activity' has defaulted to ON for follow-up activities.

When scheduling follow-up activities while clearing an activity, my 'Use details from previous activity' check box on the Details tab has defaulted to ON (checked) for all activities. I have never used this option, it is now becoming a nuisance as when I come to clear the follow up activity I have to clear out the carried forward notes.

I can't find anywhere where I can reset the default to OFF (un-checked).

Please help!!

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: 'Use details from previous activity' has defaulted to ON for follow-up activities.

As you noted, the default is 'enabled'; there isn't an option to set the default to 'OFF' (disabled).
Greg Martin
Sage
Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: 'Use details from previous activity' has defaulted to ON for follow-up activities.

Bugger!!

Thanks Greg. Is that new to Act 2012, I don't remember it happening in Act9. My standard action has always been: Clear my Call activity, hit the Follow-up button before I close the cleared activity and schedule the next call (as all good sales people should, that's why we have Act!). I'm sure I could just write up the details of the follow up call when I made it without having to delete the carried forwrd details first. I can't see the point of repeating the details, they are already there in the history.

Am I missing something?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: 'Use details from previous activity' has defaulted to ON for follow-up activities.

I didn't check ACT! 2007 (V9), but I did go back to 2010 and it had the same default. I can't really answer the why, but I assume the thinking is to keep all of the related information together and quickly available. Having an option to set the preference is a great idea, you can submit it through the 'Share Your Ideas' forum within the Community.
Greg Martin
Sage
Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: 'Use details from previous activity' has defaulted to ON for follow-up activities.

Thanks for your research Greg. Idea posted in Ideas Forum.