Please add a way to bulk edit Organization's related companies

Ross Uren
Ross Uren Member Posts: 3
First Comment Photogenic First Anniversary

We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area.

I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra organization which could go a long way for many businesses.

I hope you will consider this improvement.

Also, if you could use Workflow Automations to determine if an Organization located in a specific region (using the address field) should be assigned as a daughter to a specific parent, that would be awesome!

1 votes

· Last Updated -


  • Robert Williams
    Robert Williams Member Posts: 25
    5 Likes First Anniversary Name Dropper First Comment
    edited July 2022 #2

    THIS ^ we work with many multi location enterprises and it's a literal pain in the wrists (carpal tunnel flaring up) to do this one by one. Also since it doesn't automatically filter out already related organizations it's mind numbingly frustrating, when you get the orange/yellowish bar showing you'd already picked that one.