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:
Frequency: Once every quarter when we make changes to account ownership | Manually modifying accounts takes a lot of time.
Save hours of time marking via an import when quarterly updates need to take place.
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:
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. 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.
StrivenID: 4207419