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Thread: Allocating several activities to a target list

  1. #1
    tlck9 is offline Sugar Community Member
    Join Date
    Aug 2006
    Posts
    18

    Default Allocating several activities to a target list

    can this be done in professional, I want to call everyone on a campaign task list, but I want to do it from a call that is setup - I have a large number of calls, so do not want to set up the activitiy manually, is there a way of creating a task, eg call, allocating it to a target list and it appear in the Account history and contact history as a completed task.

    Alternatively

    Can I create an activity that will be classed as held to each contact within the target list - the target list is full of people that are already listed under accounts

    How is the best way to do this

    The scenario is that we did an event, people came on stand and I want to make a note of their visit on everyone's contact record under the activity history, in one go, not manually as all notes will be the same

  2. #2
    dinhdai88 is offline Sugar Community Member
    Join Date
    Apr 2011
    Posts
    15

    Default Re: Allocating several activities to a target list

    It's a creative idea. I like it.



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    Last edited by dinhdai88; 2011-12-06 at 11:23 AM.

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