Forum Discussion

CarmenCarmen's avatar
CarmenCarmen
Qrew Member
9 years ago

Can I enter an activity - say a workshop I've hosted and spoken for - and then connect multiple contacts to that activity? Is this possible?

I"m a new user - so thanks for your patience with me!  I'd like to not have to re-enter all the company and contact information each time I add an activity for a whole group of them.  For instance - ...
roles and permissions
Tables and fields
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
9 years ago
To actually create 100 Activity records quickly is possible to do, but you would need to contact me off line for help setting that up.  I think that the design of your tables and their relationships will need to be adjusted.

I tnink that it will need to be something like this

One Company has Many Contacts
One Contact has Many WorkShop Attendances.  ie indicating that a particular Contact attended a particular session of a Workshop.
One Workshop Session has many Workshop Attendances
One Workshop has many WorkShop Sessions (ie the same basic course is probably run on different dates.)

You may want to have a button which automatically creates the detailed 100 WorkShop Attendances for all Contacts at a company, and then you would just adjust those 100 for say a few people who missed that session due to illness or travel commitments.  Alternatively, you will need to create those 100 Workshop Attendance records manually.
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
I have a way to allow you to select a course, and then be presented with a list of contacts.  Then just click on each contact who attended and it will make an attendance record for that contact.

The setup for this usually takes me an hour to 1.5 hours to do, depending on how much training you want to understand my technique.  Contact me off line if you want help setting this up in our app.

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