Ideas

Relativity bulk editing

I am suggesting bulk editing for Relationships to use when people are promoted or leave the organization.

Use case: A Director was just promoted to VP. All of his "managed" relationships now report to somebody else. it would be ideal if we could bulk select all of his relationships and move them to a new person.

  • Guest
  • Jan 12 2021
  • Attach files
  • nadine rubin commented
    January 12, 2021 18:49

    this is important to maintaining organizational knowledge