Adding Parent/Related Organizations with Bulk Edit

Ömer
Ömer Member Posts: 2 VERIFIED MEMBER
edited May 28 in Sales CRM #1

Hi everyone,

I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?

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Answers

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 814 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited April 2022 #2

    You need to do the update from the Organization list view [sounds like your trying to do it from the deal]

  • Ömer
    Ömer Member Posts: 2 VERIFIED MEMBER
    edited April 2022 #3
    Boris Tsibelman said:

    You need to do the update from the Organization list view [sounds like your trying to do it from the deal]

    I tried to do it from the Organization list view but related organizations still didn't show up. Do you see an option to set a parent organization in the list view?

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 144 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    edited April 2022 #4

    Hi Ömer!

    Doesn't seem like bulk editing is currently possible for this. Even tried to look into an automation, but even the workflow automations doesn't allow editing the related organization

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