Auto add or options to link a task to another constituent
A way to add an action into one constituent and then tag another constituent in the action so I don't have to copy and paste the second action as a task.
For example: I want to add an action tied to an opportunity in a trust record, but then also need to add the contact in their constituent record as a task. If we had the ability to just list it once, but tag two records, it would be fantastic.
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Tyler Wilcox
- Jul 26 2024
- Reviewed: Voting Open
Related ideas
Right now, we have the ability to copy an action to other records by entering the names one at a time. It takes a long time to add numerous names. It would be helpful if we could select a list or query instead.