Can I edit the options available for mass update? If so, how? The options list is very limited and I do not want to have to do a workflow for something like this. I have almost 1400 leads/contacts in my system and frequently i want to update a handful of them. Usually with a small note and sometimes by changing fields - like the lead received date.
Hi, welcome.
Try this tutorial, it should apply to SuiteCRM as well
http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Adding_a_Field_to_Mass_Update/
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Is it possible to create a mass update note field? I really don’t like the workflow option because i would need this option for small numbers of records, but frequently.
If you mean the “description” field, I believe yes.
But if you really mean Note, then that’s not a field, that’s a related record, so it’s a bit more complicated.
If you are a PHP developer, or can get one working for you, I can tell you about more options by customizing the code.
Things like this:
https://gist.github.com/pgorod/5de7c6f8d37413654b16e06668d7e1b1
Which works along with this:
https://gist.github.com/pgorod/c838f258fadf9528b61183e763e978a8
What that does is iterate a list view and call a function for each item. That can be adapted for whatever you want, and you can play with everything related to the record quite easily.
One practical use I have for it is to iterate all members of a Target List and create a Call for each (for phone campaigns).
I am the owner of our company CRM. I have developer status, but I am not a professional programmer. For the short notes I need to add, perhaps I could use the description field. I’ll try it. Thanks for your help! I hope I can make this work.