help me to select contacts/ companies then, as a bulk action, code the relationship type
It would be good to select contacts/ companies and, as a bulk action (to save masses of time), code the relationship type (client, prospect, network, etc.). I would then like to view my contacts/ companies by relationship type. Many thanks.
Susie Pollock
shared this idea
Hi,
Thank you for submitting this feature request.
We are marking this feature as complete because we have features in Nimble that fit your needs.
At the current moment, all users may select contacts and companies and as a bulk action, apply a tag to these contacts. The tag label can be coded in any way that specifically helps out your work flow.
Then, you will be able to select that tagged group from the Contacts tab in Nimble to quickly access these important contacts.
We appreciate your feedback and support for Nimble!
Best regards,
Joseph