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Why not add "company" to search list dropdown?
Add "Company" to search drop down to facilitate creating mailing lists of individuals from one or more companies. Its frustrating that you would have to tag all individuals in a company to create (for example) a Christmas Card mailing list. It wouldn't be such a hassle if you could batch tag personnel from one or more companies, but I don't see a way to do that?
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Inappropriate?Hi Noel -
Thanks for using BatchBook and for the suggestion on company searching. We've talked about adding the ability to select all employees attached to a tagged company when building a list. Would that work for you?
Thanks,
Pamela -
Inappropriate?Hi Pamela, that sounds like the ideal solution provided that you can easily create a list of individuals from the results (or batch tag them from the results).
Is this functionality going to be implemented soon?
I’m happy
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Inappropriate?It looks like my problem is solved!
I posted the following in the batchbook user forum...
Looks like you guys fixed my problem here! All of a sudden a can build the kind of list I wanted by using the following “advanced search”.
“Any field” contains “any company name”
PLUS
“contact type” is “individual”.
BINGO! I get a mailing list that I can differentiate by company without having to tag.
I didn’t realize you guys made the adjustment, but it was a great one.
thanks,
Noel
I’m happy
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