I’m exploring some call features I haven’t used before. I was trying to do something which I thought was going to be eaasy in SuiteCRM, but it turns out there is no direct way to do it (unless I missed it somehow).
I want to select a group of Contacts (from a search, for example) and generate scheduled outgoing calls for all of them, assigned to a particular user. Basically, I want to launch a sort of “Phone campaign” where a list of people need to be reached personally by phone. The users would then see that list in their “My Calls” dashlet, and work through them one by one.
How could I achieve this without creating the calls one by one? Isn’t this a common scenario in CRM?
I think that you’re right, there’s no out of the box functionality at the moment, but you can create a custom field then a logic hook that triggers for each contact creates a call in the Calls menu, after you modified in a “Mass update after a Search” or something like that.