Is there a way to mark multiple activities as complete. For example, all
list members of a marketing campaign have been sent letters. I would like to
mark all as complete without having to open each record.

Thanks!

Hello Kelly,

This can be achieved thru Workflow Rules.

Best Regards,
Sunil

"Kelly" <Kelly@discussions.microsoft.com> wrote in message
news:41334CE6-8AE9-4765-89C5-2D9B34474340@microsoft.com...

Sunil Chelaramani wrote:
I'm struggling with this problem, and I don't know how to create the
proper workflow rules to fix it. Within a campaign activity, I have a
view of "letters created" and I would like to mark all of those letters'
Activity Status as "completed" without having to open every one
individually. Could you provide some more detail as to how one could
create select 50 letters and mark them all as complete?

Hi

Workflows would indeed be the right solution for emails.
As, for completing letters shown on a grid view, you could try this solution

http://msdn2.microsoft.com/en-us/library/bb267367.aspx

You could use the mentioned mechanism to get the id's of the records
selected in the grid. Then, you could mark them as completed using the crm
webservice.

--
Regards
- Mayank

http://mscrmpoint.spaces.live.com


"Mostly Gizzards" wrote: