Exporting all Discussions in one Project at the same time - or even Printing them at the same time
Page: 1
Roque Solis
on Jun 20. 2008. 7:27 pm
Hi,
I am attempting to use AC's "Discussion" feature as a way to track activity for Prospects. i expect that when a Prospects signs on the "dotted line" I can then move that discussion to its own project.
I want to have the ability to discuss the activity (different sales people handle different prospects) of all prospects in my staff meetings. I would like the ability to print out all of the discussions in one project at the same time, even if it generate multiple pages (one for each discussion comment). OR, i would like the ability to export these discussions (in bulk) to a 'note pad' or some editor to utilize as input to a Word document (like a status report).
Currently I can only print/export/save as PDF one discussion comment at a time. Has anyone developed a plug-in that will allow me to do what I'm describing above?
Thanks
I am attempting to use AC's "Discussion" feature as a way to track activity for Prospects. i expect that when a Prospects signs on the "dotted line" I can then move that discussion to its own project.
I want to have the ability to discuss the activity (different sales people handle different prospects) of all prospects in my staff meetings. I would like the ability to print out all of the discussions in one project at the same time, even if it generate multiple pages (one for each discussion comment). OR, i would like the ability to export these discussions (in bulk) to a 'note pad' or some editor to utilize as input to a Word document (like a status report).
Currently I can only print/export/save as PDF one discussion comment at a time. Has anyone developed a plug-in that will allow me to do what I'm describing above?
Thanks



