IMaging Linking Contacts in bulk
would like the ability to link contacts imaging folder to their contact record in the CRM in Bulk. and not just one at a time. that takes a lot of time to do when you have hundreds of clients.
While "bulk" is not yet available- we have greatly improved the process of linking contacts and it can be done from one page through a side drawer!
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Anonymous commented
yes yes YES! This is so hard to do.. especially when setting up Imaging for the first time. I should be able to select all of the clients I want to have a folder for in Imaging and have that create a folder in the Imaging database. Its so tedious and makes us want to switch our document storage system for this reason only. The wait time to add the linked client is ridiculous as well.
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Tara Kos commented
I agree. We link husband and wife together, and having to wait for the linking to search both times seems to take forever. I should be able to select multiple people to link without being redirected to the main client list.