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Status Shipped
Categories CRM App
Created by Guest
Created on Jun 18, 2020

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Mark multiple contacts as 'Left Company' using Bulk Action

You can currently 'Change Parent', 'Update Fields' or 'Delete'. It would be very useful to mark multiple contacts as having left using this method, rather than having to go into each individual record.

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  • Guest
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    |     Oct 13, 2020

    Great idea, bulk action is an admin role, as is Left company. too time consuming when more than 3 people

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1 MERGED

Add ‘Mark as left company’ to the bulk update function within the CRM

Merged
Give the option for users to be able to perform a bulk update rather than individually having to change customer contacts too 'Left Company'.
Guest almost 4 years ago in CRM App 1 Shipped