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New Idea

Ability for CSM's to mass edit CTA's themselves.

Related products:None

andrew_biehle

Posting on behalf of a customer. At the moment CSM’s do not have the ability to mass edit their CTA’s. (Ex: changing status, assignee, deleting, etc.) To lessen the load on the admins in the future it would be nice if the CSM’s had the ability to do these functions themselves.

2 replies

aditya_marla
  • Helper ⭐️⭐️⭐️
  • 482 replies
  • November 25, 2019

Hi @andrew_biehle :

 

Thanks for sharing this. What the main action that you hear CSM’s want to do in bulk (eg. is it mostly updating statuses or due-dates?). Also what kind of permissions would be needed on this? (eg. only make changes to CTA’s where I am the owner)


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • June 11, 2020

@andrew_biehle Did you get a chance to view comments posted by @aditya_marla 


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