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Created by Guest
Created on Nov 13, 2018

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Bulk update for recalls

a customer has done a basic data import for leads and have asked if they can assign them between 2 users. Basically a bulk update to set recalls. We have an option to update current recalls but this would be for new recalls

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  • Guest
    Reply
    |     Sep 10, 2021

    Yep definitely. At least we only had 45 records to manually go into to change the recall user, but with bulk update this would have taken seconds.

  • Guest
    Reply
    |     Mar 29, 2021

    Agree with Reuben

  • Guest
    Reply
    |     Nov 5, 2020

    This would be beneficial if not essential. Thanks.

  • Guest
    Reply
    |     Nov 5, 2020

    This would be beneficial if not essential. Thanks.

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Bulk Update Recalls using Bulk Updater

Merged
A customer would find it useful to use the Bulk Updater to Bulk update the recalls such as clearing all recalls on the records selected or move all recalls to a particular date.
Guest about 5 years ago in CRM App 0