Create multiple calls/task for selected accounts

[salvix]

Hi, I want to create multiple calls for a selected group of accounts. For example, I want to select some accounts to be contacted and then create a call and assign to users. How can I do it?

Thank you.

[Maximus]

Hello.

If you want to add a new field to the Calls layout that will allow you to choose a few accounts, I suggest you create a new Many-to-Many relation between the Calls entity and Account entity. For this you can make a few next steps:
1. Go to Administration -> Entity Manager and create a relation between the Calls entity and Accounts entity of Many-to-Many type.
2. Go to Administration -> Layout Manager -> Calls -> Detail and add created relation Accounts field to the layout.
3. In the Layout Manager choose the Accounts tab -> Relationship Panel and add to it relation Calls field

You can read more about the relations here https://www.espocrm.com/documentatio...-relationships

[ksv]

i've the same issue, but how to do this with multiple entity types?

[Maximus]

Hi,

> but how to do this with multiple entity types?

Could you explain it more explicitly?

[eymen-elkum]

If you are talking about the linking I think that Maximus already answered, but if you are talking about having one form to create multiple records by selecting multiple accounts and multiple users for assignment then I think you need coding it or 3rd party extension.

You can check this thread may is relevant:

https://forum.espocrm.com/forum/deve...e-tech-records