Link multiple contacts when using a workflow template
When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.
9
votes
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Chris Sagan commented
Also would be great if there was a "link spouse" button present (if there is a spousal contact present). This could be used in Workflows, Notes, Activities etc.