I had this working before, and now it is not.
I need to construct a FIND to get records to load into MAILCHIMP for promotional emails. The selection criteria is as follows:
1. Omit any COMPANY records
2. Omit any records with a KEYWORD of "NOMAIL"
3. Select records for varying keywords
Is there a profile configuration item that sends email alerts? I saw a switch on the bottom of these messages - however, I'd like it to be permanent - that every post/reply sends me an email alert to check the forum.
By mistake, I did a batch import that resulted in 300+ totally BLANK "Company" records. This is skewing my counts for a report I produce every week.
How do I delete these?
Has anyone come up with a way to setup different DASHBOARD views?
For example, I have some follow-up tasks that are routine (i.e. going through old tasks from ex-employees trying to update) and I have ones that are MISSION CRITICAL. I'd like to know how other organizations are doing this?