Bulk Actions (Activities, Tasks, Notes, Remove Tags, etc.)
Often times there is the same activity that needs to be added to multiple agents. The only way to do this is by selecting the agent then entering the activity, and then thee next agent and repeating this again and again. If we had the option for bulk activities and other items like is currently on the Command side for contacts, this would be a HUGE, huge timesaver. Thanks, Jake Tysiak
LABS Team
shared this idea
Bulk Actions for Associates has been released! Hooray!
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Leaders would like to be able to bulk remove tags on Recruits and Associates.
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LABS Team
commented
It would be really great to be able to do a mass selection. I would love to be able to Check or Filter all the agents on a Team and add a tag to that group of agents; Or those is coaching; Top 20s; etc. I would also love to be able to do the same task for multiples.
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LABS Team
commented
With us rolling into Command MC we would like to be able to tag our ageents similar to how we can tag our clients. That way we can tag based on events they registered and such. Filtereing based on the needs.
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LABS Team
commented
Allow leadership to assign tags to Agents in Command MC. (ie. MAPS, ALC, ect.)
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LABS Team
commented
MCTT here looking for a way to improve Command MC Tasks applet so as to encourage and track Command utilization and education. One Idea is to add a Tag/ Bulk Tag function paired with the Task assignment and add Checklists to be instituted by the MC Leadership so we can use our Command MC Agent roster database similar to a Rainmaker in Teams?