Matt CodyMatt Cody

  1. 1 vote
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      Matt CodyMatt Cody shared this idea and gave it 1 vote  · 
    • 51 votes
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        Matt CodyMatt Cody commented  · 

        I would like to see this implemented too.

        Matt CodyMatt Cody gave this 1 vote  · 
      • 18 votes
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          completed  ·  Tactile CRMAdminTactile 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 CodyMatt Cody gave this 3 votes  · 
          Matt CodyMatt Cody commented  · 

          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.

        • 6 votes
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            Matt CodyMatt Cody gave this 3 votes  · 
            Matt CodyMatt Cody commented  · 

            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.

          • 46 votes
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              Matt CodyMatt Cody gave this 2 votes  · 

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