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Attach 1 document to several contacts in one go

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Copper Contributor
Posts: 24
Country: United States

Attach 1 document to several contacts in one go

Can one attached a file to multiple contact at the same time?

 

Thanks.

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Silver Contributor
Posts: 1,819
Country: USA

Re: Attach 1 document to several contacts in one go

You can do this all at once if you attach the file through the record History dialog box. 

 

From the document tab, you could create a shortcut to the same file form different contact records, but not all at once.

 

You can not attach the same file from the documents tab to multiple contacts.

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New Member
Posts: 1
Country: USA

Re: Attach 1 document to several contacts in one go

[ Edited ]

I would like to see this capability in future ACT! products (under the documents tab, that is)!