How to mass create tasks assigned to one user on multiple Contacts

On your mobile, create a new Task, and in the Linked Items section, tap Add Linked Item, then select ‘Contact’. Tap Contact again and you will be able to select multiple contacts from the Contact list (NB: you can search through this list with the magnifier). The task will then be linked to the selected Contacts.

In your web account, create a new Task and edit the Contacts field in the Linked Items section to select multiple Contacts.

Ownership of items linked to data owned by a Standard user

Standard type of Users can only see data items that they explicitly own, as in the Owner field of the item.

For some specific data types however, a Standard user can also see ‘children’ items linked to a parent data item if he is the Owner of the parent item. This applies for example to notes or tasks linked to a Contact/Company/Project/Deal owned by a Standard user.

We have however explicitly excluded Quotes and Invoices linked to a Contact/Company/Project/Deal from this scheme. This is because Quotes and Invoices can be viewed as sensitive financial data, which is not under the same ownership as the related Account/Client. Quotes/Invoices are the responsibility of Finance, whereas Clients are the responsibility of the Sales team members. Therefore a Standard user who owns a Contact, will not have access to quotes and invoices linked to this Contact.

If you nevertheless wish a Standard user to view a Quote/Invoice linked to a Contact he owns, you must explicitly set the user as the Owner of the Quote/Invoice.

Copy Submitted Data to New Form

In this template, the data from a submitted Form is copied over to a new Form with a different template (Target Form).

The Javascript code entered in the Execute on Submit field in the Form template Properties is as follows:

var form2 = {};
var target = Query.select(“Forms.templates”, “id”, “name=’Target Form'”);
if (target == null) return 1;
form2.templateid = target[0].id;
form2.status = 0;
form2.name = Forms.getNewName(form2.templateid);
form2.owner = User.getName();
form2.date = Date.now();
form2.geo = Settings.getLocation();
form2.address = Settings.getAddress(form.geo);
form2.linkedtable = form.linkedtable;
form2.linkedid = form.linkedid;

var values2 = {};
values2.F1 = F1;
values2.F2 = F2;
values2.F3 = F3;

form2.value = JSON.stringify(values2);
Query.insert(“Forms.forms”, form2);
return 1;

Download and Import the two sample templates to the Templates section of the Forms app in your web account:

Copy Submitted Data to New Form (Source)
Target Form

Improved Search in Contacts web app

In the Contacts web app, the Search functionality has been improved to enable you to find relevant results faster.

When you type in only one or two letters, the search returns only Contacts or Companies with last or first names starting with these letters. As you type more letters, the search extends to a full text search on all fields (email, phone, address,..).

Note that this functionality can be used to list contacts alphabetically by typing in the first letter of the name, and is designed to replace the alphabetical links previously used in Contact lists.

The results of the search by name are first returned in a Top Results section, followed by the results of the extended search in a More Results. The result screen displays first companies then contacts, but you can filter to only Companies or Contacts by clicking on the Tabs.