Recording Contacts Made To A Record

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4 - Data Explorer
4 - Data Explorer

I am trying to create a system that allows me to pull up certain records, open them in gallery, call them, mark that they have been called, and then they disappear from that view.

The use case is creating call lists for fundraising and recording those contacts so that I won’t call them again the next day for instance.

I have only been able to find out how to do this in the form view of an interactions table but that doesn’t allow me to pre-select the contacts I want to call. This is mostly useful for sharing the list to others to make the calls.

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