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 Author  Thread: WISH I knew how to......
LeVar Berry
Posts: 47
 
WISH I knew how to......Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 04 Mar 08 11:44 AM
Without coding...... so my users can do this on their own. Its' probably simple.... but


I'd like to attach a Lead Source to a group of contact records. Any ideas?
[Reply][Quote]
Carla Tillman
Posts: 290
 
Re: WISH I knew how to......Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 05 Mar 08 10:56 AM
Without using any type of coding; the only way I am aware of is to go through the records one by one.

[Reply][Quote]
LeVar Berry
Posts: 47
 
Re: WISH I knew how to......Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 05 Mar 08 11:28 AM
Well..... It was easier than I thought.... I went ahead and just created a form that my users can use.

It takes the current contact group...... they select a lead source.... and a lead date.... then my code just loops through. Very simple.

LOL... took me about 2 hrs to complete..... including interruptions , bathroom breaks...etc

If anyone wants this.... I'll email you the bundle.
[Reply][Quote]
Vince Schneider
Posts: 9
 
Re: WISH I knew how to......Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 05 Mar 08 11:36 AM
You can try recording a macro that adds the lead source then moves the client to the next contact in the group. You can place the macro on the tool bar then all the user has to do is press the tool bar button.

It is a bit clunky as the user will have to execute the macro for each record.
[Reply][Quote]
Vince Schneider
Posts: 9
 
Re: WISH I knew how to......Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 05 Mar 08 11:36 AM
You can try recording a macro that adds the lead source then moves the client to the next contact in the group. You can place the macro on the tool bar then all the user has to do is press the tool bar button.

It is a bit clunky as the user will have to execute the macro for each record.
[Reply][Quote]
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