I found an article saying you could assign the same work to two contacts, but in my contact page I don’t have the option to multi-select, is this feature available for all or just some?
I found an article saying you could assign the same work to two contacts, but in my contact page I don’t have the option to multi-select, is this feature available for all or just some?
Hi
Do you have this box beside No Contacts Selected, at the top of your contacts page?
If you do then you can bulk select, I am responding because it took me a minute (or much longer..) to realize that I could click on the boxes beside the names in the contact list and in other places. The screenshot shows the before-selected and after-selected.
Before
After
I hope that helps!
V
Hi
I suspect what you're suggesting is the Bulk Work creation, creating Work items for two+ contacts at once (see screenshot below).
From what I am reading
It's not possible as far as I'm aware..
You could create a Client Group for those two Contacts, then create a Work item for the Client Group. But it would only be accessible/visible through the Client Group, rather than the individual Contacts.
I hope that helps 🙂
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