Marketing Lists

Justin,
Here is my first idea based on 9.05.700B2:
Once you get a Marketing List, you could go into CRM Call Entry, switch to List view and right click and use Paste-Insert to create all the calls. The tricky part is getting your Marketing List organized so it contains all the right data for a Call and so that it aligns with the List Columns. If you are not familiar with the Paste Insert function, you should use your Training DB or a Test DB to play with it until you understand how it works and how you can mess it up. If you need any other help, let me know.

-Rick Bird
IT Software Administrator
Rowmark, LLC.

--- In vantage@yahoogroups.com, "just_check" <justrichpower@...> wrote:
>
> Our Marketing department wants to create Marketing list and filter out only contacts with emails. I know a BAQ or IW could do that. But they want to use Marketing List to create a call log or assign tasks.
>
> An example is emailing a catalog to customers. He wants to create a marketing list and then create a call log of all of those customers who received a electronic catalog.
>
> Marketing really wants to track info likes.
>
> Thanks in advance for anyone who attempts to help me.
>
> Justin
>
In Epicor 9.04, when I export a marketing list, where is the CSV saved to?

TIA,
@
1 Like
Our Marketing department wants to create Marketing list and filter out only contacts with emails. I know a BAQ or IW could do that. But they want to use Marketing List to create a call log or assign tasks.

An example is emailing a catalog to customers. He wants to create a marketing list and then create a call log of all of those customers who received a electronic catalog.

Marketing really wants to track info likes.

Thanks in advance for anyone who attempts to help me.

Justin