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Maximizer CRM Software
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Saving info to many individual/contact recordsGo ![]() | New ![]() | Find ![]() | Notify ![]() | Tools ![]() | Reply ![]() | |
| Member |
Is there a way to save info to numerous individual/contact records without doing a global edit to add a note or saving emails to their documents? When I send an email blast I can no longer save the email to their records because of a space issue (we had to expand our database and don't want to go through that again). Another option we considered is adding a note about the email blast via global edit. To be accurate, the global edit must be done when nobody's logged on (since if anyone is viewing a record needing the note, it won't get updated) & the problem in doing this is if many records need updating often enough, scheduling global edits is quite tough to manage. I tried a mail merge, but when I entered the text for the note to save, it did not show up in any of the recipient's records... Any other ideas would be greatly appreciated! Thank you. | ||
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| Member |
I should also point out we're using Maximizer 7 pervasive. Thanks. | |||
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Maxtalk
Maximizer CRM Software
Maximizer Product Features
Saving info to many individual/contact records
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

