Is there a quick way to bulk update Quote transact...
# general
s
Is there a quick way to bulk update Quote transactions to change status from
expired
to
closed
?
c
Do you intend to keep them for history?You could also delete them
s
We want to keep them for historical purposes. I tried making a workflow but I cant seem to find "Status" or "Entity Status" as a field to update.
j
You could do a CSV import with all the quote internal ID's that are in expired status and set the import to update that status to closed
c
I recall having this problem years ago. Honestly I didnt think the problem got solved
s
You could do a CSV import
Now theres a idea. 🤔
I recall having this problem years ago.
Fun stuff
c
if you can find the mapping set them to closed lost. it will drive that field for expired to set to Closed
j
I can't seem to find a status mapping in the CSV import section, the only status I'm finding is just for the prospect status of qualified, unqualified, and estimate
s
This actually worked for me (The CSV import).
j
awesome