Currently, there is no way to save Mass Edit views when reassigning/updating CTAs. We do CTA cleanup and reassignment on a regular basis and it would be a big time saver if we could save specific views so that we don’t have to recreate them each time.
Ability to Save Mass Edit Settings like Reports
None
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+100!
This is one of those user experiences that I just get so used to, that I don’t ever think about there being a better way to do it -- until today, when I wanted to re-assign CTAs but wait to do it tomorrow during business hours for my east coast colleagues. Then I realize...wait...I can’t save this.
I reassign CTAs en masse a few times a month...the ability to “save” my configured mass edit type (Call to Action), Show Me fields, and filters would save a lot of time and reduce human error!
Oof, each time that you have to go through this process is a headache. Having the ability to save those views (and properly name them please) would be a nice time saver!
If you are doing this on a regular, now you should be able to do this via a Horizon Rule.
But, even if not you can do this via API.
That way you take a manual task off your plate and start doing it on a regular basis.