I would like to be able to select multiple contacts for a task. How can I set this up to allow the selection of multiple contacts?
Hi.
It seems that this request was never solved. So, is there any option to select multiple contacts or multiple leads to a task? That would really be useful.
Best,
Kristoffer
Hi Michele,
May be possible, need to write some custom code or some customization.
Also some documentation share on Sugar support portal like how to manage task and it's field. You need to consult with a SugarCRM development expert.
Thanks
Mily
Basically you need to create 2 M:M Relationships, one between Tasks and Contacts and another one between Tasks and Leads.
By creating those relationships you will be able to assign Contacts and Leads to an existing Task through theirs respective subpanels.
Regards