Can a function button mass update several different records based on a chosen shared field?
Hello,
So basically, I want a simple way to update a majority of records quickly. I'm aware there's already a "Mass Update" in the actions tab, but I want to find a way to make it simpler and faster since this will happen fairly often by people that may not be as familiar with the way the CRM operates.
What I would want, ideally, is to be able to select a new "Student Advancement" button in the Deals module, which would then ask what "Cohort" to update, and then what the "Current Course Title" should be set too for the selected records.
If this function is possible to write, I would really appreciate some assistance in how to create it.
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So basically, I want a simple way to update a majority of records quickly. I'm aware there's already a "Mass Update" in the actions tab, but I want to find a way to make it simpler and faster since this will happen fairly often by people that may not be as familiar with the way the CRM operates.
What I would want, ideally, is to be able to select a new "Student Advancement" button in the Deals module, which would then ask what "Cohort" to update, and then what the "Current Course Title" should be set too for the selected records.
If this function is possible to write, I would really appreciate some assistance in how to create it.
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