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Macros

New Member
Posts: 3
Country: United States

Macros

Many years ago ACT had the ability to run a macro - a repetitive series of steps to accomplish multiple tasks with an end result.  I would like to run an advanced search (of a custom field), mail merge a letter to the lookup, re-set the custom field and enter a phrase into the last results field.  Is there an add-on product that can do this in one step for my admin staff?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Macros

Maybe try SAM - http://www.crmaddons.com/p-36-sales-automation-manager.aspx

 

Or do a Google search for macro - you'll find applications that will do macros for any application