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Bulk Actions

Workbooks already includes "update / overwrite", via the Import functionality - http://www.workbooks.com/help/running_an_import. This functionality addresses most "bulk action" requirements, but it does require you to export to CSV, update the CSV, and re-import. There are plans to add a simplified "bulk action" facility in the future.
Please feel free to add comments outlining the sort of bulk updates you'd like to perform.

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    Peter TrimmPeter Trimm shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Peter TrimmPeter Trimm responded  · 

    Roadmap Candidate

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      • Bola OdunlamiBola Odunlami commented  ·   ·  Flag as inappropriate

        Occassionally bulk modification may be required example of such is re-asignment of Organisations to a new queue.
        At the moment one have to go into each organisation record and assign to the said queue. But Bulk update can allow such activity to be competed very quickly with minimum fuss.

        There are many examples of bulk modifications that one can site. Hope this helps.

      • MarionMarion commented  ·   ·  Flag as inappropriate

        I'd like to be able to re-assign leads in bulk to a user. Particularly useful for campaigns, or when a colleague leaves. Mass delete too. These would hopefully be only functions available to admin users where possible.
        Potentially 'source' would be useful too.

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