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LCoveyduck
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Member since ‎May 30, 2023
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RichardM50 on November 02, 2022
Export CSV files of contacts with overdue tasks
Is there a way to Export overdue tasks with the contact record details? I have around 100 tasks that require a mailmerge. I can see how to export the tasks themselves but this doesn't bring the contact's address information (ideally need a CSV fil read more
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0 upvote
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LCoveyduck
Member
October 16, 2023
I've exported this overdue task list but want to add the due dates to see "how late" some folks are with their tasks. Have not been able to find a fi...read more
Solved
LCoveyduck on May 30, 2023
tracking messages sent to multiple people
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more
Reply Discussion Contacts
0 upvote
4 Replies
LCoveyduck
Member
May 30, 2023
Perfect thanks!
Solved
LCoveyduck on May 30, 2023
tracking messages sent to multiple people
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more
Reply Discussion Contacts
0 upvote
4 Replies
LCoveyduck
Member
May 30, 2023
Perfect thanks!
Solved
LCoveyduck on May 30, 2023
tracking messages sent to multiple people
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more
Reply Discussion Contacts
0 upvote
4 Replies
LCoveyduck
Member
May 30, 2023
Perfect thanks!
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