Select all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot.
As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming.
We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows you to select all records in a custom view at one go. Simply go to the desired module and click the Select All checkbox on the first page. You will see the Select all [Records] in this view link. When you click this link, all the records will be selected.
You will be able to perform the following bulk actions on the records thus selected.
- Mass Update
- Change Owner
Please note that this feature is available only in the Enterprise and Ultimate Editions of Zoho CRM. Also, the Select all [Records] in this view link
will not appear if there are more than 50000 records in the custom view or if there is a mass list view update that is already in progress.
For more information, please visit this Help document.
We are positive that you will find this feature useful. Please feel free to share your thoughts/questions by commenting below.
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