Skip to main content
Contributor ⭐️
February 3, 2023
New Idea

Enable users to edit custom field in Relationship mass edit report

Related products:CS Reports
  • February 3, 2023
  • 2 replies
  • 44 views

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 ⭐️⭐️⭐️
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 ⭐️
March 14, 2025

We could benefit from this too!