Hi, I’m new to SuiteCRM and to CRM’s in general and I have a question. Is there a way to log calls, create tasks and so on, for multiple targets & leads at once? For instance, if I want to set a task to email 20 targets on a certain day without having to do it one by one. Or log a call for 20 contacts at the same time etc, is that possible? This would greatly improve my productivity so all help is greatly appreciated.
Hi, welcome to the Community!
The only actions that you can apply to mulitple records are…
From List views, select a few items and use the batch action menu. But you won’t find actions to “create a call” or “create a task”
From “All records” Workflows, but take care to restrict these with conditions.
I made an add-on that makes what you need a lot easier, by simply clicking a button, if you want check out the demo video: PowerWorkflows
Hi PGR, thanks for the insights. I think I’ll be able to get that done with workflows as you say. I’ll just have to get used to using conditions. Cheers!