I have a CRM and on my Interactions table, I want to be able to create an Interaction and select multiple contacts on a record at the same time.
The linked record allows linking to multiple records - I can select records one at a time, but this is taking time. I cant shift-click or CTRL-A to choose multiple records.
The use case, is if I send a promo email to all my contacts, I want to have one interaction with multiple contacts.
I have been looking at this for hours, can’t figure it out. Any help appreciated. Thanks
Hi @JFP – I feel the pain of what you are getting at here. Adding many linked records from the side you are doing it on is indeed a painful process.
I think you only have 2 options here:
My app, Junction Assistant, allows you to select several records in a table and bulk link them to a new record in another table. So, if you were looking at a Grid View in your Contacts table, you could select all the relevant contacts and link them all to a new record in Interactions. To use the feature you need an account.
The feature is called “Quick Select” and is described in this help article.