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?
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
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