Feng Forum

Support => How To's => : dabrowski June 09, 2011, 05:01:59 PM

: Bulk update contacts
: dabrowski June 09, 2011, 05:01:59 PM

Is there a way to select a group of contacts and update them all to include another workspace?

: Re: Bulk update contacts
: moorezilla June 10, 2011, 07:44:50 AM

I don't think so.

I'd like this functionality too! Might be a good bit of functionality to sponsor!

: Re: Bulk update contacts
: dabrowski June 22, 2011, 11:11:51 AM

Additionally, to be able to select multiple contacts and move them in or out of a workspace.

: Re: Bulk update contacts
: dabrowski June 23, 2011, 09:34:51 AM

Just discovered (don't laugh) that you can drag selected contacts around. That may be all I need!

: Re: Bulk update contacts
: franponce87 June 24, 2011, 02:20:19 PM

You may drag and drop any object in Feng Office, except tasks. Well, you can drag and drop tasks too, but only in the task module as tasks cannot belong to more than one workspace.

Best regards,
Francisco

: Re: Bulk update contacts
: dabrowski June 30, 2011, 11:24:30 AM

So pursuant to that question, is there a place we could drag a contact that is in a workspace to remove them from that workspace as easily as we can add them?

In a workspace "Calls," I have a contact that I have called, now to remove it, I would need to go through the edit and unselect the check box.

: Re: Bulk update contacts
: dabrowski June 30, 2011, 11:53:03 AM

Actually, what would be great is a third option when moving: Move from this workspace only.

If you have a contact that is in a Chamber of Commerce workspace, and an Active Customer workspace, and you have a separate workspace for you to track calls, you could drag a contact into the "Call" workspace. When you make the call, you can drag them to another status workspace, taking them out of the "Call" workspace, but leaving them in the other two.