Hi Team,
We have a requirement where we have to create an action through which Project Lead can do mass update the records of those contacts who have left the organisation with a new contact. Can anyone suggest how to achieve this?Any help will be appreciated.Thanks,
Anandita
Discussion posts and replies are publicly visible
Hello Anandita
If it is a mass update I would say you can look into using the a stored procedure to achieve this kind of update. I just would like to recommend to look into one scenario.
Do you have any task or inflight process holding a cdt or something? If so you might want to do something like this:
If the task is assigned to that old contact you would like to reassign the task to the new contacts too. There is a smart service to do so you can reassign the task to a group if possible.
Maybe you want to tell us more about the requirement
Hope this helps
Thanks
Jose
Hey Jose,
Thanks for your suggestion.