Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
LABS Team
shared this idea
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Cassie Scramlin
commented
When looking at the Tasks page, have the ability to mark several tasks completed like we do with Reschedule, Reassign, Change Priority, Archive.
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LABS Team
commented
Add the same "event" (email, text, call, meeting) to multiple contact cards in timeline. Currently available to add as note only
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LABS Team
commented
In tasks we used to be able to click "complete all" or select all and add a comment. Could we get those functions back? They were super useful :)
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LABS Team
commented
Currently in a new MC where CommandMC was not being utilized to it's full potential and now having to go back and start from scratch, it would be nice to have a bulk action delete for CommandMC Tasks to dwindle down on waisted time.
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LABS Team
commented
It would be beneficial to be able to bulk complete tasks within CommandMC. Especially pertaining to texts as we don't have the text feature available yet.
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LABS Team
commented
This feature would be huge when needing to create a multitude of the same tasks for multiple contacts. At this time we are only able to select one contact at a time from the tasks page. When selecting multiple contacts on the contacts page, being able to add "bulk tasks" would be huge for lead generation and follow-up along with care call tasks and sphere call tasks.