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Author Topic: Custom profile for activity  (Read 1527 times)

CousiMo

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Custom profile for activity
February 21, 2008, 08:17:29 pm
i just started using, batch update via profile.. i thinks its amazing, . i was trying to add a custom profile with activity fields.. dones't seem i can do that.   

why would someone want this?

case

you have 30 participants in your group,   you keep track on who you called today, instead of logging them in as you call, you want to update the activity information at the end of the day,  you pull up your group 30 (people) and select which one  you want to update , you select update via batch profile, and here's where you want to select the date of the activity, the activity type and some notes about your converstaion on the call"

can this be done, the same way we update participants status for events.

CousiMo

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Re: Custom profile for activity
February 21, 2008, 08:36:40 pm
the reason i am not using "record activity for contacts" becuase this will create the same activity for all the participants.  i want to be able to use different details for each participants

Yashodha Chaku

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Re: Custom profile for activity
February 21, 2008, 10:28:46 pm
Currently you can't create a profile with activity fields, hence batch update is not supported as of now
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Michał Mach

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Re: Custom profile for activity
February 22, 2008, 01:50:07 am
Quote from: CousiMo on February 21, 2008, 08:17:29 pm
you have 30 participants in your group,   you keep track on who you called today, instead of logging them in as you call, you want to update the activity information at the end of the day,  you pull up your group 30 (people) and select which one  you want to update , you select update via batch profile, and here's where you want to select the date of the activity, the activity type and some notes about your converstaion on the call"

You can do it using "Record Activity for Contacts" task - but only to add 30 identical activities for all 30 people you called.

Thx,
m
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Custom profile for activity

This forum was archived on 2017-11-26.