When linking objects, let's say you are linking contacts to an opportunity, is it possible to link multiple contacts at one time? I seem to remember in the last version of Daylite you could do a search for a name, highlight it then search for another name building a list before actually linking them to the opportunity. As of now I do a search for a contact, link it then have to go back into the search box to find another contact. Seems a little cumbersome. Thanks.

Greg

If you can see more than one Contact in a list (e.g. the Quick Find window, the Contacts view etc) then you can command-click individual contacts and link them to something else by drag-and-drop onto the opportunity, project or whatever. You just need to be able to see the opportunity on screen, which you can achieve by dragging objects to/from the Find window.

As I understand it, clicking the "+" icon in the detail view to link things is still one-at-a-time, though I may have seen it said that this is going to change in a future update.

HTH

Nick