Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: Unscheduled
    • Component/s: None
    • Labels:
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      Description

      In general, interfaces to update data for multiple contacts at once, especially tags and groups, would be appreciated. While searching, then assigning then choosing a tag/group/organization works, if you are trying to enter a few hundred or more records with a few dozen tags/groups this is not feasible. Instead, a grid interface with chckboxes (for tags) or select boxes (for relationships) would be a more efficient interface. I made two very simple mockups, one for tags:

      http://www.destratify.com/~ethan/civicrm/design_ideas/bulk_tag_entry.htm

      and one fore relationships:

      http://www.destratify.com/~ethan/civicrm/design_ideas/bulk_relationship_entry.htm

      To novice users these interfaces may be a bit overwhelming, but to more experienced users I think they will be very powerful, especially when combined with searching, so the only contacts displayed are those which meet certain criteria, and these can then be modified.

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            • Assignee:
              dgg David Greenberg
              Reporter:
              Anonymous
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              • Created:
                Updated:
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