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slxdeveloper.com Community Forums |
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Forum to discuss general T-SQL questions and help with queries related to SalesLogix data. View the code of conduct for posting guidelines.
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Insert a note
Posted: 16 Oct 06 2:39 PM
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fiogf49gjkf0d What is the best/easiest way to insert a note into a group of contacts w/i SLX? |
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Re: Insert a note
Posted: 17 Oct 06 11:24 AM
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fiogf49gjkf0d Through the Client tool? If via tool, you have couple of choices.
1.) Add them one by one 2.) If situation is appropriate - add them to a campaign or mailMerge with notes. 3.) If this is something that will reappear often, we a specialized script that kicks off from the menu
Or mass insert via SQL?
c |
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Re: Insert a note
Posted: 15 Dec 06 10:01 AM
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fiogf49gjkf0d Do a fake mail merge. Select a blank letter, make it so it doesn't attach it to the contact, and put it in a note to add to everyone in the group. |
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