How can I create Tasks for many contacts at one shot?
Client management system allows you can create Tasks for any number of contacts in a single shot using the Create Task button. To create Tasks for multiple Contacts:
- Click the Contacts tab.
- In the Contact Home page, select the check box(es) corresponding to the contacts.
- Click More Actions button and select Create Task.
- In the Create Task page, enter the task details and then click Save.
The Tasks will be created for all selected contacts.
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