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aislync
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Miembro desde ‎abr 24, 2020
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aislync en Febrero 21, 2022
Bulk Update/Replace Form Field
It would be nice to be able to bulk update/replace a fields on forms. There are some fields we have in 40+ forms and if I need to switch it to a new field, I have to do so on each form individually.
Responder Idea Forms
4 Me gusta
1 Respuestas
hannahflat en May 06, 2021
Ability to merge companies that have parent/child records
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a Leer más
Responder Idea Contacts & Companies
79 Me gusta
33 Respuestas
aislync
Participante
Julio 21, 2021
Need this. We have many companies to merge but it's not feasible to do when there are 30-50 companies associated with either of the companies that ne...Leer más
Aleksandrs en Abril 10, 2019
Bulk edit Parent - Child companies
Would love to have the option to bulk assign multiple child companies to one parent company. A good example would be a hotel chain with the main head office and many subsidiaries.
Responder Idea
105 Me gusta
33 Respuestas
aislync
Participante
Julio 21, 2021
Much needed. We work with schools and districts where there can be hundreds of child companies that need to be assigned to one company.
aislync en Junio 15, 2021
Merge multiple companies at a time
We should be able to select multiple companies and merge them all at once, the same way we have the options to assign, edit, delete, create tasks, and add to static lists. This seems like a feature or capability that people have been Leer más
Responder Idea Contacts & Companies
0 Me gusta
0 Respuestas
Erin_Heilman en Abril 27, 2017
Bulk Company Merge
It would be excellent if we could bulk merge companies based on their domain instead of individually merging companies.
Responder Idea Productivity Tools
91 Me gusta
18 Respuestas
aislync
Participante
Junio 15, 2021
The inability to do is preventing us from having a clean database and use HS automations to their full potential. This should have been implemented y...Leer más
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DCPS en Julio 16, 2018
Import Parent Child Relationships for Companies and Contacts...
I have over 500 parent companies each with anywhere from 10 to 500 child companies that I really don't want to set all the realtionships by hand. I also have thousands of contacts that I need to relate to their companies. Please help...
Responder Conversación
49 Me gusta
37 Respuestas
aislync
Participante
May 20, 2021
We really need this feature to be an option. I am updating our database and as we work with schools and districts, i have over 9000 districts that ne...Leer más
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