Enable multiple contact selection, edit, deletion
I imported a list of contacts and teh number formats just didn't work with what you allow in that field. So I wanted to delete them all and reimport in a different format. Unfortunately I had to delete each one manually and then reimport, very tiresome!
In v1.14, we added a bulk edit feature that allows you to delete the records of any report that you create.
Just use the report builder to create a report by filtering only the records you wish to delete, then use the gear icon and select “Bulk Edit” to delete all the records on the report.
For more info on this feature and the v1.14 update, please see our blog: bit.ly/1qXgofb
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Brad
JobNimbus Support
support@jobnimbus.com
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Roger Doak commented
Just another thought while I'm adding contacts and editing them as I go. As I've imported a number of contacts I now have to go through them and change their status according to how I currently track on a spreadsheet. This of course is a very laborious task and it would be great when importing to be able to change multiple users status' as well.
In addition it would be good to be able to select a number of contacts and change certain fields, company, status, lead type etc. No doubt as people get to use it they will have a change of heart of how they utilise certain 'tags' or status' and would want to rename certain things as the contacts and business progresses (or at least I know I will)
Hope that makes some sort of sense.
Cheers
Rog -
Roger Doak commented
Hmmm, decisions decisions.
I get what you are saying and a better import capability would be awesome. However, in my experience with importing large lists no matter how many times you look at it you still miss something and there's always something that you end up wanting to change after the fact. It's hardly ever perfect first time round.
Personally I think that you enable that kind of power to the user as at the end of the day it's the users choice to use that functionality or not. At the moment you may have only come across import issues but as things go along there may well be times when I'd like to delete a number of contacts in the future, who knows. Just ensure the user gets asked the usual "are you sure you want to delete these contacts" confirmation message a couple of times to make it difficult to do accidentally and maybe only enable bulk deletion from the web interface.
In summary, I think both functions would be ideal.
Thanks for the quick response guys, it's really appreciated (and to be able to give honest feedback).
Cheers
Rog