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Multiple Account Selection for Calendar/Meeting

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  • Multiple Account Selection for Calendar/Meeting

    Hello. I need to select multiple accounts for one meeting but I could not find how to select more than one account while setting up a meeting. It might be a check box near the accounts or any other ways. Do I need to make any change on relationship section or something else? Could you please help? Thanks in advance.

  • #2
    By default Meeting belongs to a parent (account - opportunity etc) if you want to have multiple accounts assigned to a meeting (also if you want another meeting to be assigned same multiple accounts) then you need a new relationship many to many between the meeting and the account and enable link multiple field on the relationship set up.
    Rabii
    Web Dev | Freelancer

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