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Bulk Add Reminders
Bulk Add Reminders
If you need to add a load of open reminders to orders or customers, then this is how to do it.
- Create a csv using this template - diaryEntry.csv - NOTE - when starting a new CSV file you must delete all the previously filled rows completely (except the titles) - it will not work if you simply delete the contents
- You MUST have a customer number OR an order group reference OR an order reference, date must be in a dd/mm/yyyy format.
- Team must be spelt as it is on Mantiki - 'Priority One' or 'Customer Services'
- Category and Subject must both be filled in
- Go to Telesales > Tasks > Add Reminders
- Click 'Choose File' and select your CSV
- Click 'Open' and then click 'Execute'
- After clicking this, click into the 'Jobs' tab - if this does not appear then simply refresh the page
- If the state is 'Unknown' then it means the process is still running, refresh until it goes to 'Complete'
- Click on 'details' and 'get report'
- This downloads a spreadsheet which shows a list of results for each line
- If diary entry is added, then it will advise you and appear in the queue on the date specified.
, multiple selections available,
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