Creating activities using a list

Former Member
Former Member $organization

Is there a simple way to insert an activity into every file on any given list?

(Apologies if this has been asked countless times before!)

Parents
  • Hi Emma,

    Have you tried using the Update Activity Table report in the Report/Utility folder? This report allows you to update constituent records with your selected Activity Type and Date. All you need to do is attach your list to this report then select whether you want to 'update' or 'insert'.

    Another way is to click the 'add' button on the bottom of the page of the History/Activities tab. This is useful if you want to update one or two records but not really time efficient if you want to update a whole lot of records.

    Hope this helps!

Reply
  • Hi Emma,

    Have you tried using the Update Activity Table report in the Report/Utility folder? This report allows you to update constituent records with your selected Activity Type and Date. All you need to do is attach your list to this report then select whether you want to 'update' or 'insert'.

    Another way is to click the 'add' button on the bottom of the page of the History/Activities tab. This is useful if you want to update one or two records but not really time efficient if you want to update a whole lot of records.

    Hope this helps!

Children