Can anyone solve the the follow:
I wanted to close a large number of accounts which had a pending action identifying them for closure - i managed the following
-created a filter for the contacts approx 500
-created an AP to change the status to closed and to put a note in the history stating why the file has been closed
------- i the attached the 2 above and this worked OK
now - is there another way other than manually to complete all the outstanding pending activities (there was probably a better way of doing this but I'm half way throught it now!)
Thanks
Melanie
I wanted to close a large number of accounts which had a pending action identifying them for closure - i managed the following
-created a filter for the contacts approx 500
-created an AP to change the status to closed and to put a note in the history stating why the file has been closed
------- i the attached the 2 above and this worked OK
now - is there another way other than manually to complete all the outstanding pending activities (there was probably a better way of doing this but I'm half way throught it now!)
Thanks
Melanie