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Activity Series for Groups

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New Member
Posts: 2
Country: USA
Accepted Solution

Activity Series for Groups

I work for a Chamber of Commerce and to keep up with members and make scheduled retention contacts I have created 12 groups that represent the months of the year.  The members are divided into these groups based on when they joined the chamber. I created an activity series for each group to remind me when to call or email them the members - and as I do that I want to be able to clear the activity for that one member and write a note about our conversation.  I've discovered that if I clear the activity for one member of that month's group, it clears it for everyone in the group and if I write a note about that member it also appears on all members' records that are in that particular group. My question is how can I write a comment and clear an activity for just one member out of a group.  Thank you for your help. 

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Solution
Accepted by topic author ginamarch
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: Activity Series for Groups

Thank you for the answer to my question. I appreciate how quickly you got back to me. Yes, that works! My advice to others - when you set up your groups THAT is the time to select those preferences. The changes won't work for existing groups. So, I'll have to go back and recreate all my groups and set up their activity series again.  Oh well, I won't make that mistake again (just some new ones!)

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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Activity Series for Groups

Solution
Accepted by topic author ginamarch
‎09-25-2015 03:20 AM
New Member
Posts: 2
Country: USA

Re: Activity Series for Groups

Thank you for the answer to my question. I appreciate how quickly you got back to me. Yes, that works! My advice to others - when you set up your groups THAT is the time to select those preferences. The changes won't work for existing groups. So, I'll have to go back and recreate all my groups and set up their activity series again.  Oh well, I won't make that mistake again (just some new ones!)