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Tom Frascatore

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  1. Admin option to require all activities created must have an Account or an Agency to be saved

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    gathering requirements  ·  3 comments  ·  Matrix » Activities  ·  Admin →
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    Tom Frascatore commented  · 

    Thanks Ryan,

    While you are reviewing, consider adding both Agency as a necessary field to make sure each activity is cross-referenced and associated. . .If a rep is having a agency lunch and learn, that might fall under agency as opposed to Account.

    Tom Frascatore shared this idea  · 

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