From 64ef988f3906f160e0f25aa5a8e16db082c917b3 Mon Sep 17 00:00:00 2001 From: Camilo Rodriguez Date: Thu, 7 Dec 2017 12:00:16 +0000 Subject: [PATCH] CRM-21520: Document Bulk Add Contacts to Case Search Action --- docs/case-management/everyday-tasks.md | 14 ++++++++++++++ 1 file changed, 14 insertions(+) mode change 100644 => 100755 docs/case-management/everyday-tasks.md diff --git a/docs/case-management/everyday-tasks.md b/docs/case-management/everyday-tasks.md old mode 100644 new mode 100755 index d2942adb41..7c88d7a343 --- a/docs/case-management/everyday-tasks.md +++ b/docs/case-management/everyday-tasks.md @@ -229,6 +229,20 @@ the list of case activities in the proper sequence. This provides an audit trail of case-related communications, and ensures that the case story is complete. +## Bulk add contacts to a case with a specific role + +On some occasions it might be useful to add several contacts to a case with +a specific role. To do this, an action is available on contacts search results +views. To add multiple contacts to a case in bulk: + +1. Perform a search on Contacts. +2. Select the contacts that need to be added to a case from the search results. +3. Choose the **Add to case as role** action. +4. Use the shown form to choose the case to which contacts have to be assigned +and the role the contacts will have in the case. +5. Click **Submit** to add the contacts to the case, or **Cancel** to go back +to search results. + ## Finding activities within a case You may need to find a specific activity within a case, for reference or