Saving Documents generated through BBGM - should not require every user to check that box; Admin should be able to do that globally.

Every user has to individually check the "Create Activity Record" box when first generating emails/letters/writeups, otherwise the document will not be attached to BBGM and there will be no Document Record.
We should not have to ask every user to go in and check that box. The Admin should be able to do that globally. This has come to my attention now because somehow all the settings were changed (sometime in the past few days) and none of our documents are being saved to BBGM. I have to ask each user to start generating a document, and turn on the "Create Activity Record."

  • Maryan Newbury
  • Jun 15 2022
  • Shipped
  • Attach files
  • Admin
    Benton Austin commented
    August 03, 2022 15:06

    This should now be resolved so that the default option is checked instead of unchecked. Users should not have to go a check the checkbox unless the unchecked the option.