06-14-2009 02:01 AM
almost 90% on this but just wanted to clarify a few things
I have a several groups established and working fine for each product type i have, and each month i want to send a updated report on each product type, also established.... now i want to send a reminder that will popup and remindme to send the reports out to the clients
1) can i do a bulk activity to the group??
2) does this then record a activity agaisnt the group or each contact or both??
3) can i just have the activity against the group but record a history for each client when the activity is finalised??
06-14-2009 12:08 PM