Schedule a call for many Contacts.

[RJS]

Hi

I want to select a number of contacts based on a search and schedule an activity for them E.G. A call.

I'm new to sugar so if there is a better way to do this them I'm open to suggestions. I thought that target lists would be the way to do it but I don't seem to be able to. Can I do a mass action against a target list in a campaign?

Thanks
Rob

[sugarcane]

Hi Rob,

A mass Call creation is not available out of the box. You can create a call and then use the duplicate button to easily fill out some of the details, but you will still need to manually change the values of some of the fields.

A customization could be created that allows a user to search from the search panel, then mass select records and create a mass activity (like calls or notes). If this is something you would like to discuss further, please contact Ray Stoeckicht at rays@intelestream.net or 888-435-2221