Bulk action to add all selected contacts to one new activity
It would be nice if we could select multiple contacts from the search screen and add them all to a single activity via bulk actions. Right now the only option under bulk activities is to create one activity per contact, or to create a task and manually add each contact.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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ARG commented
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.