It would be great if there was a way of bulk deleting, or bulk merging of unused cards and especially items.
"Bulk deleting of cards or items'
Delete cards
Purge: Cards
Nico
Contributing User
Good afternoon to all the Subscribers,
I have a list of Suppliers and Clients alike that I no longer use for the past several years (4 to 6 years). Adding new clients and suppliers makes the lists longer and less user friendly. I have deactivated those I no longer wish to use but they remain on the list because of prior years' history which I do have on back up should I ever need to go back to that data.
Anybody with a smart solution, please! I shall very much appreciate your advice.
Nico
ronatbas
11 years agoUltimate Partner
In this situation I like our people to create a card called ZZ Inactive Cards, then do repeated Combine Cards with this being the target card. One word of warning - once combined their history becomes part of that card.
Related Content
- 7 months ago
- 2 months ago
- 9 months ago
- 7 months ago