enabling multiple contacts on an action, when adding that action to an organization

When adding an action to an organization record, you can select the point of contact with which the interaction occurred. Currently you can only select one. Our meetings have multiple points of contact in attendance. I'd like to be able to show all the attendees of a meeting in an action record.

  • Guest
  • Jun 19 2015
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  • Guest commented
    May 16, 2017 13:34

    We're having this issue as well - Estate records typically have more than one contact, and this really frustrates our PG team.  See BB support case 13489614.