Link ALL accounts to an activity with one click
In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!
27
votes
Christine Blue
shared this idea
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Chuck Vercellone
commented
Including https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/38538898-when-linking-accounts-to-activities-can-you-add-ab there are 88 votes on this issue and it's been under review for almost 5 years. How about some action????