Matt Cody
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1 vote
Matt Cody
shared this idea and gave it 1 vote
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51 votes
Matt Cody
gave this 1 vote
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18 votescompleted ·
AdminTactile CRM
(Admin, omelett.es)
responded
This has now been implemented, if you visit the activities tab you can tick the activities and assign them to a different user.
Matt Cody
gave this 3 votes
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Matt Cody
commented
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This would be a really valuable feature, especially for organisations with a range of personnel. As the company grows, the ability to assign clients, opportunities or activities en-masse to new recruits as roles change would be extremely helpful. I would also like to be able to re-assign items according to tags, for example. So, if I have a particular set of organisations that are all sharing one specific tag - I'd like to be able to assign them all to one employee rather than going through the list and assigning them individually.
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6 votes
Matt Cody
gave this 3 votes
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Matt Cody
commented
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I would also like to have some integration with Tactile CRM and my marketing campaigns. Being able to run filters on the database, narrowing into segments according to the options I select - either by location, tags, or other specification - and then either being able to export that contact list for use in an external mailing program or to run mailshot campaigns directly through some Tactile CRM mailing service - that would be a great addition.
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46 votescompleted ·
AdminTactile CRM
(Admin, omelett.es)
responded
This has been completed and is now live
Matt Cody
gave this 2 votes
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I would like to see this implemented too.