Bulk link to multiple existing items

4 votes

There is an option Link to Existing in the context menu of eg. Contacts. But user is not able to select multiple items (contacts) and link them to multiple items (eg. users)

Under consideration Suggested by: Roman Štefko (07 Jul, '21) • Upvoted: 13 Sep, '23 • Comments: 3

Comments: 3

07 Jul, '21
David Madden
It would be extremely helpful to be able to select multiple contacts and link them to a user or a company. Right now that linking must be done one at a time--a very slow process when dealing with numerous contacts.
20 Jan, '23
Alberto Zevallos
I would like to add multiple emails to the request. I was doing some house keeping to include an old project in eWay and there where a bunch of emails to link. As you correctly mention it is a slow painful task.
Should be in Outlook select items, save to eWay-CRM, open and Link to Existing, select, select,
voila!
13 Sep, '23
Tim Arnold
I would like this as well. Selecting multiple items and being able to link to an existing contact just like I can remove multiple item relationships would be helpful!