Comments on: Search by Category, Association, Calendar or Tag in Heap CRM http://blog.wbpsystems.com/2008/02/27/search-by-category-association-calendar-or-tag-in-heap-crm/ IT in the business Mon, 06 Oct 2008 12:43:01 +0000 http://wordpress.org/?v=2.6.2 By: Ben http://blog.wbpsystems.com/2008/02/27/search-by-category-association-calendar-or-tag-in-heap-crm/#comment-9161 Ben Thu, 28 Feb 2008 18:36:27 +0000 http://blog.wbpsystems.com/2008/02/27/search-by-category-association-calendar-or-tag-in-heap-crm/#comment-9161 You can't assign the search results to an user, but you can assign them to a category: http://blog.wbpsystems.com/2008/02/09/save-search-to-category-with-heap-crm/ You can’t assign the search results to an user, but you can assign them to a category:

http://blog.wbpsystems.com/2008/02/09/save-search-to-category-with-heap-crm/

]]> By: Jonathan Heuer http://blog.wbpsystems.com/2008/02/27/search-by-category-association-calendar-or-tag-in-heap-crm/#comment-9160 Jonathan Heuer Thu, 28 Feb 2008 18:26:50 +0000 http://blog.wbpsystems.com/2008/02/27/search-by-category-association-calendar-or-tag-in-heap-crm/#comment-9160 Very cool enhancement Ben. You're doing great work. Now that you've got such a robust search function, I'm wondering about batch changes. For instance, I'd like to search through leads by certain criteria, and then assign all the search results to a certain user. Is that possible? Very cool enhancement Ben. You’re doing great work. Now that you’ve got such a robust search function, I’m wondering about batch changes. For instance, I’d like to search through leads by certain criteria, and then assign all the search results to a certain user. Is that possible?

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