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Bulk updates to Account records via Advanced Find used to be huge time saver for Users. Users would specify their own criteria for Account records to update, and update in bulk on a form that is defined and enabled in the environment.
Now, we are presented with a form we have no knowledge of in the environment, and have no control of. This is a relatively new change made by Microsoft. Microsoft has also verified this is by design.
The current setup:
- Forces users to create and save a new view in advanced find
- Then exit advanced find
- Then navigate to the Account Entity
- Then navigate to the newly created view from the regular interface
*The view is likely to be a one time use view.
*Not a good use of users time and system resources
I propose Microsoft restore the ability edit multiple records from Advanced find using a form known to and controlled by the customer.
Now, we are presented with a form we have no knowledge of in the environment, and have no control of. This is a relatively new change made by Microsoft. Microsoft has also verified this is by design.
The current setup:
- Forces users to create and save a new view in advanced find
- Then exit advanced find
- Then navigate to the Account Entity
- Then navigate to the newly created view from the regular interface
*The view is likely to be a one time use view.
*Not a good use of users time and system resources
I propose Microsoft restore the ability edit multiple records from Advanced find using a form known to and controlled by the customer.
STATUS DETAILS
Needs Votes