Bulk add activities
How can I add an activity (the same activity) to a sorted/filtered list of contacts? i.e. sending the same information to all of them
Forum Discussion
OK, so here is a native solution. We will get it working semi automated and then we will make a button.
Make a check box field on contacts indicating that they need the activity added.
Make fields on the on the Contact record as formula fields populated with what you want to fill into the Activity. For example
Std Activity Description as a text formula field
"Call Contact"
Then go to the Activity Table Home Page and More .. and Import export and then import from another table.
Select the Activities table.
Choose the table to import from as the Contacts.
Set a filer to only copy record which have that checkbox checked.
Map the Record ID into the field [Related Contact]
Map the Std Activity Description into the field Activity Description.
Then save the table to table copy, and check some checkboxes in Contacts and then manually run that import and see if Child records are created.
Make a check box field on contacts indicating that they need the activity added.
Make fields on the on the Contact record as formula fields populated with what you want to fill into the Activity. For example
Std Activity Description as a text formula field
"Call Contact"
Then go to the Activity Table Home Page and More .. and Import export and then import from another table.
Select the Activities table.
Choose the table to import from as the Contacts.
Set a filer to only copy record which have that checkbox checked.
Map the Record ID into the field [Related Contact]
Map the Std Activity Description into the field Activity Description.
Then save the table to table copy, and check some checkboxes in Contacts and then manually run that import and see if Child records are created.