This may be a pipe dream, but I am wondering if anyone has any ideas if this could work. We run training programmes and as such we have a field on the 'contact' entity called 'Programme number'. We can use this number in advanced find to find the list of contacts who are connected to that number. The annoying thing is, we would like to be able to email a group of contacts without having to use direct mail.
Two ideas I have, but have no idea if possible are (if either can be done taht would be amazing):
1. We run an advanced find and the results show the list of contact - we then select all the contact records in the view that we want to email and select the 'more actions' menu or an email icon link next to the direct mail link. From there there would be an option to create a new email using the records selected, whereby a new email window opens and automatically inserts the names into the recipient list. We can then compose our email as normal.
2. We open a new email window and select the look up for the 'to' box. From there we get a similar wondow to advanced find, where I can search using the 'contact' entity, but can then also drill down further and show only the contact records that have the programme number I want.
Does anyone see a way to do this? Maybe creating a rule to run in advanced find that can do this? I did look, but can't see a way.
I use CRM 3.0 web client.
Many thanks
Laura
