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Batch updating of CRM records

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About this...

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.

Recent Activity 

March 15

  1. Default profile photo

    Conquer F. @Batch updating of CRM records added a review Huge time saver

    1 year ago

March 12

  1. Matt Rajkowski photo

    Matt Rajkowski @Batch updating of CRM records: This idea was based on discussion at: https://www.concursive.com/s...

    1 year ago

This Idea Was Submitted By

  1. Matt Rajkowski photo

    Matt Rajkowski

    Concursive Corporation

    Suffolk, VA

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