How to Apply Obligation Templates
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After you have set up an Obligation Template, it can be applied to an individual contact or multiple contacts at once.
Apply Obligation Templates to individual contacts
Click Contacts in the sidebar.
In the contact’s record, click the name of the Activity Account to open it. If one is not already set up, you will need to set up an Activity Account before an obligation can be applied.
Click Add Obligation.
Using the Obligation Template drop-down, select the obligation template.
When the template is selected, the fields will auto-populate with the template’s details.
Click Save.
And that’s it — the obligation template has been applied to that individual contact.
Apply Obligation Templates in bulk
Obligation Templates can be applied to multiple contacts at once using the Bulk Apply Obligations… tool.
In Contacts, click Tools and choose Bulk Apply Obligations… from the dropdown
1. Select an activity account.
2. Select the obligation template(s) to be applied. More than one can be selected.
3. Select contacts.
Click Select all (deselect any contacts you don’t want to include, or hold shift to select a range)
Click Apply. (The number that appears in the Apply button refers to the number of contacts the obligation will be applied to.)
NOTE: Obligations can be added to a maximum of 150 contacts at a time. Repeat the process to add obligations to the remaining contacts.
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Why would I not see the activity template from the contact?
Hi Ken,
You can add activity accounts to contacts by clicking the Tools dropdown and choosing Bulk Activity Account Setup. You can see Obligation templates that have been added to a contact by clicking on their activity account.