RELATED IDEAS
Add ability to bulk remove assigned users from a record
What is the challenge? |
When users are disabled within the account, they are visible in list reports within the assigned to and user custom fields. The bulk edit function does not allow for the removal of these users in the report. |
What is the impact? |
This impacts reporting because disabled users/former employees are being represented in the report unexpectedly. |
Describe your idea |
Disabled users should not populate in reporting and/or we should enable the ability to bulk update records related to disabled users. |
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ADMIN RESPONSEDec 20, 2024
This can currently be done using bulk edit. When bulk editing the Assigned to field, there is a blank option at the top of the list. Selecting that will set the record assignee back to the default unassigned state.
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