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New Idea

add multiple contacts to a company at once

Related products:Freshdesk
  • October 19, 2023
  • 1 reply
  • 37 views

marthadijkstra
Apprentice
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I have a feature request:

when I search our contacts for a company name, for many companies, more than 10 instances pop up, based off of their e-mail addresses. Now I want to formally add those contacts to the appropriate companies, so that I can assign them rights to see each other's tickets, and assign them rights to see specific articles in our solutions.

However, right now I need to go in to each individual contact and assign them the correct company.

I'd like to be able to multi select my search results and assign them to a company all at once.

1 reply

marthadijkstra
Apprentice
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  • Author
  • Apprentice
  • December 22, 2023

Well this is not a very lively forum…. no answers in two months…

However I'd like to share with anyone who might be looking for this feature themselves…

it's possible already, as I found out later… all you have to do is add the domain into the company details and all contacts that have an e-mail address ending in that domain will automatically be added. Brilliant! But well hidden...