Add Associated Contacts to Custom Object Without Having to Create a New One Each Time
B
BreacherCRM Admin
We need the ability to use workflows to add associated contacts to custom objects with out having to create a new one each time. For example, we're using custom objects for Classes and adding Students to be associated when they sign up.
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J
Joy Duling
Yes, being able to associate a Contact with an existing Custom Object via workflow is very much needed.
For my use case, we have "Practice Groups" as our custom object. We are using the custom object to store fields like when the group expires, what type of group it is, where it is located, etc. I love that we can have that information all in one place on the Custom Object.
But I can't associate the 2,000+ contacts in my database with their Practice Groups.