Company profile queue

[SWindle]

Hi,

I hope someone sees a quick fix for adding this feature.

As a user, it would be really beneficial to be able to access all my company profiles in a queue.

I would like to access a profile review notes, and attachments create tasks and then just move to the next company. Without coming back out of the profile - just move to the next company profile perform a few tasks, review notes, and move to the next one. Sometimes you need to mine your existing clients/prospects quickly and this would really be a helpful feature. Add a button at the top of Next Company or Display the next company name.

Thank you, I look forward to using this

[Stanly]

Why can’t you just use a task queue?

[SWindle]

Tell me how I create task for entire database?

[Stanly]

You are looking to go through every single one of your companies?

You can create tasks for multiple companies, but only up to 100 at a time.

[SWindle]

Thank you, found it. I called an was told it wasn’t possible. Thank you