After adding multiple contacts to a project, it is necessary to manually process an invitation for each individual contact. Say there have been 50 contacts added, that's 50 additional steps resulting in essentially 3 keystrokes/clicks each that would need to be completed. It would be more efficient if customers could select the contacts with the same collaboration type, specify the type and hit send.
Company | Viewpoint Construction Software |
Job Title / Role | Software Consultant |
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We did do some work in contacts to help with the ability to add/invite multiple contacts for a project at one time. Is this working out for you on this suggestion? Is there more to do?
I completely agree with the author of this suggestion. Our company has upwards of 65 projects per year and all start within a few months. A bulk add or ability to select multiple contacts from a drop down would be a huge time savings!
It would also be very helpful to be able to select multiple people from contacts to send an email to them.