when linking accounts to activities can you add ability to link multiple accounts at a time
when linking accounts to activities can you add ability to link multiple accounts at a time
61
votes
Michael McCord
shared this idea
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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Chuck Vercellone
commented
Anything new here???? As usual, it's under discussion for almost 5 years with no movement!
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Bekah M
commented
It would be great if there were the ability to link to more than one contact from the abbreviated "create activity" box. Yes, you can link to multiple contacts once you're in the "create & edit" screen, but that triggers the "activity created" email before the activity is fully ready.