Share a Planner with foundset?

Discussion in 'Optigold ISP' started by ColinR, Jan 17, 2005.

0
  1. #1
    Shawn,

    I have in my found set XX amount of records that I want to follow up with an action in XX days. Is their a way I can create a planner item globally for that foundset vs creating one individually or is their another way?


    Thanks,
     
    ColinR, Jan 17, 2005 IP
  2. digitalpoint

    digitalpoint Overlord of no one Staff

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    #2
    No, sorry, planner items can only be bound to a single customer.
     
    digitalpoint, Jan 17, 2005 IP