List Management: Bulk Delete
It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.
Krystal M San Miguel
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Nina
commented
I upload my OneNotes files the CRM every Friday. There are approximately 20 sections and each one gets its own section in CRM documents. After I upload the new week's information, I do not need the previous week's uploads anymore. It is very time consuming to have to delete eachone individually. Please elevate consideration of this feature. Thank you
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Lauryn
commented
Add a feature to be able to bulk delete sources under the admin only section under Contacts / Sources.
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Susan Patton
commented
Previous imports have put over 1200 email addresses in the keyword list. It would be great to have the ability to a bulk delete feature to remove keywords from the admin keyword list.