If we send a blast email (not using Sugar) to 100 Accounts, is there a way to mass upload a note to the History section of each of those accounts that an email was sent so that we don't have to do them one by one?
If we send a blast email (not using Sugar) to 100 Accounts, is there a way to mass upload a note to the History section of each of those accounts that an email was sent so that we don't have to do them one by one?
Create a csv-file with columns for accountid, fixed String "Accounts", SUbject of the mail and perhaps the content like this:
"1234-123-123","Accounts","SPAM No.123","Dear receiver...."
"1234-123-143","Accounts","SPAM No.123","Dear receiver...."
...
Then you can import this csv file in notes list view by setting the import fields
parentid, parenttype,subject, description
Harald Kuske
Pre-Sales Engineer Central Europe
SUGARCRM Deutschland GmbH
Erika-Mann-Str. 53, 80636 Munich, Germany
Email: hkuske@sugarcrm.com
Home: http://www.sugarcrm.com
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