Association labels are not as versatile as they can be. One of my needs is to be able to bulk update multiple but not all association labels. For example, when I close a deal, I want to be able to have the deal owner update all of the owners for the associated Contacts and Companies as well. However, since some deals are referred to us from existing customers, and those existing customers are associated with the newly closed deal as “R*f*rral”, I would not want them to be have updated ownership, as the owner of the new account could be for a different sales AE. Given that associaion labels can currently only be implemented as either “all associated Contacts” or “with (one single) label” (see screenshot attached), having multiple “non-R*f*rral” association labels means that I have to create an action for each association label that I want to modify (e.g. Decision-Maker, Evaluator, etc.)
There should be an option to filter on multiple but not all association labels — possibly through the “is known/contains any of” etc. interface that already exists for various other filter functions.
NOTE: I have to censor the word R-e-f-e-r-r-a-l as “R*f*rral” because despite this being the accurate label for what I am using in my CRM, I this forum censors the word??
