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.
See post below
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?
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.
Definitely agree - would be very helpful to be able to clear this check box by default!!
This is the way it used to be and it was very helpful to carry all the details forward.
I agree, PLEASE have an option to remove "use details from previous activity", as I dont need to have carry over what I just did!
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