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Categories CRM App
Created by Guest
Created on Aug 8, 2019

Additional Bulk Update Tools - adding products to lists

When using editable list tab style pages in Prospect 365, to be able to add a new row to the list, you have to add items individually. For example if the editable list tab is related to adding Product Items to your list, each time you want to add new products, you have to add each one individually and press Create and Add Another.  This would be the same for adding Divisions.

It would therefore be useful to be able to add multiple Products/Divisions by having select all, deselect, filter by (e.g. product category for Products or Company Type/SIC for Divisions) options on the new record window. For example next to where it says 'Create and add another' it could say 'Add Multiple Products' or 'Add Multiple Divisions'. Using the Bulk Updater functionality would be good for this.

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