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archiving emails to contact notes in batch

email archive campaigns marketing batch documentation

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#1 bopert

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Posted 04 December 2013 - 01:46 AM

I read this article about the method behind archiving inbound/outbound emails to a specified contact's notes: http://zurmo.org/fea...hiving-in-zurmo; but can this be done in batch?

 

In other words, when I send an email blast to a marketing campaign list, can the email be archived to EACH contact's notes?  

 

I hope the answer is "yes", as this would be a huge time saver if documenting each record is important in your marcom process.

 

Thanks -- Bopert



#2 bopert

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Posted 05 December 2013 - 02:29 PM

Please disregard this question as I had overlooked something vital. 

 

After a note is entered, it does not remain in the Notes field, but rather is itemized under Latest Activies, and is retrievable there.  And yes, bulk emails are posted individually to Latest Activies as well.

 

Thus, when you want to review all your "Notes", you'd click through each item in Latest Activities.

 

--bopert







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