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New Idea

Enable users to edit custom field in Relationship mass edit report

  • marcos.beinder
    marcos.beinder
  • nburke
  • clingley
    clingley

If we can have a feature where users can edit custom fields in Relationship Mass Edit report.
So CSMs can directly update the custom field for their accounts in report.
 

2 replies

clingley
  • Contributor ⭐️
  • 2 replies
  • January 24, 2025

This would be huge! Other platforms we’ve used had this ability. This would allow managers to bulk update fields like the Assigned CSM when someone leaves. 


  • Helper ⭐️
  • 29 replies
  • March 14, 2025

We could benefit from this too!


Reply


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