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by imamadou
on ‎10-11-2012 12:25 PM
Thank you for suggesting that, I am sure there were some reasons why we did not implement Company List the way we did for Contact List.  Could you please describe the way you use that view and how often you wish you can use these options while in Company List View, it possible that they might be may users like you who want that possibility. 
 
by med
on ‎11-18-2012 09:12 PM

Thanks for the opportunity to elaborate further.

 

The Tag Modes and Lookup/Omit Selected functions would be used the same way you use them on the Contact List page; to filter and screen out or in, certain types of companies using layered criteria. The ability to apply layered filtering on the company list view (rather than the contact list view) would provide a more accurate filtered list of companies, where the focus is on the relationship with a company and what actions have happened for a company rather than activities with the contact for the company. In these circumstances these functions/options would be used on a regular basis.

 

Where companies are allocated to a sales team, say based on territory/region or a particular salesperson, and a number of those companies are re-allocated to a different or new salesperson on the team or the territory/region is subdivided further, it would be good to be able to make global changes to specific fields. For instance, changing the allocated salesperson, or changing the territory/region for a list of companies. While this functionality would not be used on a regular basis, it should improve efficiency to be able to make global changes to a specific field for a large list of companies rather than accomplishing the field change one company at a time. This functionality could work also for bulk changes to a particular field for a list of contacts.  

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