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Create call or meeting activities in bulk

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  • Create call or meeting activities in bulk

    Hey!!
    Can activities be created massively? What I need is to be able to select several Accounts and create a call.

    Thanks!

  • #2
    You could add a (hidden) "help"-field to Accounts and define a workflow if this "help"-field (e.g. a boolean) is true trigger a workflow or bpm that creates a related call. At the end of the workflow set boolean to false.
    Set this boolean with mass processing to true to trigger the workflows.

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    • #3
      Originally posted by smachado View Post
      Hey!!
      Can activities be created massively? What I need is to be able to select several Accounts and create a call.

      Thanks!
      You can do it using workflow (scheduled workflow) where you prepare a report for all accounts and in the task just create related record call.

      It is easy to set up with workflow. Alternatively you can try with formula and then calculate formula for selected accounts and it should do the job.
      Rabii
      Web Dev

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