Community

Global Editing/Updating


Comments

13 comments

  • Avatar
    Mark Gannon

    As an Administrator, I'd like to be able to bulk update Accounts - similar to how Administrate allows us too bulk update contacts into the system to certain accounts. Right now, my team and I have to update accounts on an individual basis which is very time consuming. 

    Alternatively, it would be even better to bulk update multiple accounts at one time.

     

    Thanks,

     

    Mark

    5
    Comment actions Permalink
  • Avatar
    Annette Crewson

    As an Administrate I would also like to complete bulk updates.  It would be faster to update many contacts at one time instead of one at a time.  It is large job to keep the data as accurate as possible.  This would make managing the data base more efficient.

    Annette Crewson

    4
    Comment actions Permalink
  • Avatar
    Kwan Choo, Sim

    Above are all must have feature for a CRM. My organization really needs them. Hope Administrate can improve it.

    4
    Comment actions Permalink
  • Avatar
    Tom Payne

    I also need to update/edit a couple fields in a large number of current accounts/contacts (within CRM), and had hoped that the 'Import Tool' under the Control Panel may help to easily complete such a mundane task - unfortunately not.

    With the process of matching Account ID/Name when importing contacts, the bulk of code appears to already exist and thus minimal effort required to create a new workflow that could bring huge value potentially. For example, we have started to deeply annotate and characterize our clients from some of in-house analyses.

    Please consider.

    3
    Comment actions Permalink
  • Avatar
    Hawk, Farah

    I think Administrate should consider bulk update feature. 

    4
    Comment actions Permalink
  • Avatar
    Iain Galston

    In Message centre  The ability to select multiple messages and delete as junk

    2
    Comment actions Permalink
  • Avatar
    Holness, Tom

    I'm hoping that we'll get more custom fields for events, at which point we'll want to be able to bulk update events. Would also like to be able to bulk update accounts/contacts. 

    3
    Comment actions Permalink
  • Avatar
    Sandi Mulder

    It would be great if there is a way to bulk update pricing.
    We have around 300 courses on offer along with 4 branches meaning we have to manually update 1200 prices!

    Being able to just do 1 bulk update would save significant amount of time

    2
    Comment actions Permalink
  • Avatar
    Louise Clifton

    I need to be able to bulk update fields in both Contact and Account records. Fields relevant to our organisation include region for example, or job code. This is essential for us to create accurate marketing lists to export to mailchimp.

     

     

    2
    Comment actions Permalink
  • Avatar
    Shane Richardson

    I have recently have an employee leave with around 100 tasks on their task list. It is ridiculous having to go through each one, reassigning. This needs to be a global, bulk action once someone is marked as suspended or left company. 

    If you suspend, you cannot access the task list unless you find each account - this is painstaking and needs upgrading.

    I simply want to be able to (when an employee leaves) click a button to reassigns their outstanding tasks to another employee. I also believe this should be a very simple thing to do, having come from a background of web development.

    4
    Comment actions Permalink
  • Avatar
    Woodrow, Lindsey

    Wow - that is a hideous task for you Shane to resolve and I definitely want to up the priority of this being activated as this would be horrendous if we found ourselves in this position!!

    0
    Comment actions Permalink
  • Avatar
    Shane Richardson

    Hi Lindsey,

    Yes it is hideous - I am currently reassigning each as I come across them - or by temporarily authorising the ex employees account so I can see the list - which isn't ideal.

    I have this in place for now, but would be ideal if I can transfer all existing tasks to another account.

    0
    Comment actions Permalink
  • Avatar
    Sinead Kennedy

    We definitely need a bulk delete option in the Message Center. At present it is too time consuming for users to go in and delete each message one by one. All email applications allow bulk delete, so I don't understand why Administrate have not implemented this change to actually provide users with a dynamic and efficient system. I hope that ADM add this to the dev plan and release this change in upcoming iterations. I would be happy to come on as a user tester of this functionality as we have 10,000+ emails that we want to delete from the Message Center. Thank you

    1
    Comment actions Permalink

Please sign in to leave a comment.