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How can I link a Document or an Activity or to multiple Contacts?

Updated: 17 May 2022 20:55:09 OpenCRM::Documents OpenCRM::Contacts OpenCRM::Companies

Go to the Contact, record click on the Document sub-tab, and hit Select Document to pick the document to associate with that contact.


From the Document record:

Go to the Document in question, click on the Contact sub-tab and link all the people you need to.

To link an Activity (e.g. a Meeting) to more than one Contact

Go to the activity itself, click on the Contacts sub-tab, and link all the people you need to.

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