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Mass Updates to Activities for a Group

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Copper Contributor
Posts: 48
Country: USA
Accepted Solution

Mass Updates to Activities for a Group

We used one of our groups to do an e-mail campaign.  I would like to add that information to the group without having to enter it for all 80 individiually.  Can this be done without a 3rd party add-on?


Accepted Solutions
Solution
Accepted by topic author jaldrichbardons
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: Mass Updates to Activities for a Group

You can right click the group, and click on "Create Lookup", to bring the contact list view.  Then select everyone on the list, and click the Note or History button at the top of the window.  This will let you add a Note or History for everyone selected.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com

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Moderator
Posts: 704
Country: USA

Re: Mass Updates to Activities for a Group

Jaldrichbardons,

 

I need just a bit more information to assist you.  What part of the information are you looking to add?  A historical record that you used the group, or did you get information from the contacts that you would like to update individually?

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Contributor
Posts: 48
Country: USA

Re: Mass Updates to Activities for a Group

I would like to just note - in the activity area of each contact - that they were included in the e-mail campaign.

Solution
Accepted by topic author jaldrichbardons
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: Mass Updates to Activities for a Group

You can right click the group, and click on "Create Lookup", to bring the contact list view.  Then select everyone on the list, and click the Note or History button at the top of the window.  This will let you add a Note or History for everyone selected.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Copper Elite Contributor
Posts: 514
Country: USA

Re: Mass Updates to Activities for a Group

You can create a note or a history to all the records in a lookup.

 

Do the lookup first, then add the text you want, in the contact section, click on the drop down to add more.  A new window will pop up asking you which contacts to add.  You can filter this by the current lookup, and then add all.

Mark Hammer
ACT! Fanatic
Copper Contributor
Posts: 48
Country: USA

Re: Mass Updates to Activities for a Group

Thank you! No day's wasted when you learn something new.  Appreciate your sharing your expertise.

 

jma