Bulk Edit Tool - Change default option for Open Activities and TSO Status

I love the Bulk Edit Tool for Ticket Sale Opportunities. I was using it the other day to reassign a rep's TSO's and open activities to a new rep. 


However, because I'm generally trying to do too many things at once, I skipped right past the "What to you want to do with the status of Open Activities" and did not change it from it's default of "Change status to Completed" to "Leave Status Unchanged".  So instead of reassigning all the pending calls to the new sales rep, I inadvertently closed them all off instead. It was easily enough fixed once I realised why the calls weren't showing up for the new rep, but it was another 30 mins of mucking around. 


I'd like the team to consider changing the default-selected option in the Bulk Edit tool for the "What do you want to do with the status of the Ticket Sales Opportunities" and "What do you want to do with the status of the Open Activities" sections to be "leave status unchanged". This way, the user has to actually select what they want the tool to do for it to execute any changes. 

  • Matt Russell
  • Sep 5 2019
  • Future consideration
  • Attach files