Batch updating of CRM records
CRM: Features
Recent Activity
March 15
Conquer F. @Batch updating of CRM records added a review Huge time saver
1 decade ago
March 12
Matt Rajkowski @Batch updating of CRM records: This idea was based on discussion at: https://www.concursive.com/s...
1 decade ago
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.
This Idea Was Submitted By
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Matt Rajkowski
Concursive Corporation
Raleigh-Durham, NC
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