ARG
My feedback
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10 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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765 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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279 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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130 votesARG shared this idea ·
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593 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
That link gives me instructions on how to bulk add activities to each client's record...one activity per name selected.
I want the ability to add ONE activity and have multiple clients linked to it. I want to select which clients via the search screen. Right now my only option is to manually add each contact to the single task.