Bulk/Batch Edit
Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.
- Assign, un-assign, reassign team members
- Change status of several items at once
- Mark multiple tasks as complete
- Tags
Anita Sunday
shared this idea
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Kale Bernhard
commented
I need a way to select multiple items in a report, i.e. I have a report that generates a list of jobs with the status of "Estimate given/ waiting for approval". When those estimates get to be 90 days old they are no longer valid, so I go into said report and filter it to start with the oldest dated job. If the dates of creation is past the 90 day mark then the job status is changed to "Canceled/Not Completed". There are times when I have multiple reports that need a status change and I'd like to be able to execute more than one at a time. Thank you for the consideration
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Ashley Cleveland
commented
It would be awesome to be able to unassign a client with one click. Currently, for every completed job I have to edit the client details and unassign each team member. It would save a lot of time and clicks to make a short cut.