Author Topic: Bulk Assign Activities (Read 456 times)

FrTommy · January 26, 2014, 10:49:27 am

I've searched and didn't find an answer if there was anyway to bulk assign activities to a user?

I regularly import a list of activities but the import does not let you assign them to anyone so I have to go in and manually edit each activity to assign it. I've looked at the batch update via profile but didn't see a field that would allow me to assign it to a user.

Would be nice if it was an option under Find Activities to select them and then choose assign to user.

Any ideas on how to make assigning these sometimes 200 activities easier?

Eileen · January 26, 2014, 11:34:15 am

It takes some set-up but Pete has some of our customers doing this in views using View Bulk Operations.

You need
https://drupal.org/project/civicrm_entity
+
https://github.com/eileenmcnaughton/civicrm_entity_actions

Not sure if the vbo works with 4.4 - but it should since it uses the api so it should have survived the schema changes

FrTommy · January 29, 2014, 06:25:40 pm

Thanks Eileen

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Author Topic: Bulk Assign Activities (Read 456 times)

FrTommy

Bulk Assign Activities

Eileen

Re: Bulk Assign Activities

FrTommy

Re: Bulk Assign Activities