Addition to the Mass Edit Options

  • 1
  • Idea
  • Updated 5 months ago
  • Under Consideration
It would be great if Mass Update had the ability to mass change the status of the CTAs, having to manually close out them has not been fun at all. I also noticed that some of my options were grayed out, meaning I am unable to use them, not really sure why. 
Photo of Alma Ramos

Alma Ramos

  • 124 Points 100 badge 2x thumb

Posted 5 months ago

  • 1
Photo of Tim Schukar

Tim Schukar, Employee

  • 1,788 Points 1k badge 2x thumb
Hey Alma!

You can get those to show up by adding in the entity type to your filter fields (Account vs Relationship).  Once you have that, you can update the status.

You can see more here.

Let me know if that works or if you are looking to do something else?  Thanks!

Photo of Seth

Seth, Employee

  • 14,490 Points 10k badge 2x thumb
Agreed here! :-) It's tripped me up before. A good opportunity to make the interface more intuitive, such as making the Entity Type a separate pull-down list.
Photo of Hitesh Sharma

Hitesh Sharma, Employee

  • 4,344 Points 4k badge 2x thumb
Hi Seth,

We will Plan to add a Tooltip, that says that Status/Priority/Reason will be available when selecting entity type, will that help?
Photo of Seth

Seth, Employee

  • 14,490 Points 10k badge 2x thumb
Sounds good, Hitesh! Thank you