Share Your Ideas for New Stuff

Hide closed records in the activity details.

Activities-->new Activity--->Client

When we have multiple records of the same client, they all appear as an option when we are entering an activity.  It would be nice if we could have the option to hide the closed records so that the open record is the only option to choose from.  Reduces risk of assigning an activity to the wrong record for that person.

  • Guest
  • Apr 22 2019
  • Future consideration
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