Dear "Matt",
c360 can do batch updates like this (and so will CRM 2.0.) You can
also create a rule that creates an activity (send letter activity,
e.g.) and then apply that rule to multiple people. (You can select
multiple people in an advanced find (or lead, or contact, etc.) grid
(hold down the control key to select multiple), and can then take an
Action (such as send email, or Apply Rule, such as "Send Letter A"...)
But I'd like to politely suggest that you may want to look at your
process. The attendance (of invited but did not attend) sounds more
like a recurring event rather than an attribute of a contact. If so,
then you are better off to NOT create a specific field on the Contact
entity to record their attendance.
If your goal is to send two different letters (one for the attendees,
one for those who missed it), then I just (a) create the two letter
templates (b) find the contact(s) to send them to in CRM, and (c) send
them the appropriate letter. Your activity history will then record
the fact that you sent them (which) letter.
If you create a custom field on each contact, you still have to somehow
search to find, and then update, each contact - that is an extra step
rather than just sending them the letter as you come across their name
in the grid...
I'd be particularly careful of adding custom fields to the contact
entity (especially if you are doing this for each event), because you
could run out of room (the 8000 SQL row limit is about 1000 bytes away
from the default installation.)
HTH,
Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944
Introducing our newest software product...
VAST - an auditing solution for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com
MattijsW wrote:
.