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
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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Ryan Lee
commented
This seems like a simple implementation to a multi-check box system. Please implement as we are consistently linking more than one account to an activity and it would be a time saver for our office.
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Dan Lauer
commented
This is getting ridiculous. You have this functionality for linking accounts to a note. Why is it a moonshot to link multiple accounts to an activity? This has been dragging on for years. C'mon, Redtail.
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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.