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Emailing Tasks

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Tuned Listener
Posts: 12
Country: United States
Accepted Solution

Emailing Tasks

Has anyone mass emailed tasks using Mail Merge or Swiftpage?  I'm trying to figure out how I can higlight all my tasks and send them a mass email communcation?  Or can you create a lookup query?

 

Thanks!


Accepted Solutions
Solution
Accepted by topic author rfuglaar
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,389
Country: Australia

Re: Emailing Tasks

Look up the contacts with the tasks using the Task List filter

Highlight them if you want to manually select

Right Click on the list or selected items (if individually selected)

Then either:

  Goto Contact - for just the ones you highlight

  Create Lookup - for allin the list

View solution in original post


All Replies
Solution
Accepted by topic author rfuglaar
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,389
Country: Australia

Re: Emailing Tasks

Look up the contacts with the tasks using the Task List filter

Highlight them if you want to manually select

Right Click on the list or selected items (if individually selected)

Then either:

  Goto Contact - for just the ones you highlight

  Create Lookup - for allin the list

Tuned Listener
Posts: 12
Country: United States

Re: Emailing Tasks

PERFECT!