Name of Feature/Request: Allow ability to assign a Primary Assignment during Customer Imports
What financial, time savings, or quality of life improvements will occur from this: Add the ability to Imports a Primary Assignment for a Customer | Frequency: Once every quarter when we make changes to account ownership | Manually modifying accounts takes a lot of time. For Q1 this year we have over 300 accounts we have to make changes to, it could be done in an instant with an Imports but will take hours instead because we cannot mark the primary assignment.
Attempted Solutions So Far: Manually reassigning the Primary Assignment
-too time consuming.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: “There is no way to mark which assignment is primary in the Imports, so we have to do all of our changes manually. Would like a way to mark which assignment is primary in the Imports.” | Previously accomplished: Manually reassigning the Primary Assignment for a Customer
StrivenID: 4207419