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 - I'd like to indicate that 100+ people attended a presentation I recently gave... but I can't figure out how to simply add the contacts (with their companies) TO that activity. What am I missing?
From my table-to-table relationships tab:
One Activity has many Companies
Each Company has many Contacts
Does this help?
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.