Ideas Overview

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Featured Idea

Batch updating of CRM records

Category: CRM: Features

Allow a user to make global changes to records based on criteria.

This was suggested in the forums, so let me reiterate...

Other products allow for batch updating of records by performing a series of actions:

1) The user performs a search on any number of search criteria.

2) After reviewing the search results, the user then chooses to make changes and apply the change to all of the records in the result set.

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