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Contributor ⭐️⭐️⭐️
May 19, 2025
New Idea

Multi Select Feature - Add Person

Related products:CS C360 & R360 & P360
  • May 19, 2025
  • 0 replies
  • 7 views

My onboarding team is requesting the ability to multi-select existing Persons when adding them to a relationship. They can search by domain (first screenshot) and pull up a list of existing contacts.

 

The goal is to associate multiple contacts on this screen:

 

They requested a checkbox, or something similar, added to the left of the profile picture with a button at the top or bottom of the list (similar to how the delete records is set up in the Data Management section)

This would save time as they can do an inline edit to add roles and titles once the people are added.