On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.
Admin
David Holler
Aug 7, 2025
Matthew: This feature already exists. In Contact Management > Actions > Assign Classification, use the wizard to select multiple companies, and then step two scroll to the very bottom, and one or more classification types, and classification identifier, select save. I attached screen shots to help you see the steps. I am also asking content writers to create an FAQ in help to outline the steps.
Matthew:
This feature already exists. In Contact Management > Actions > Assign Classification, use the wizard to select multiple companies, and then step two scroll to the very bottom, and one or more classification types, and classification identifier, select save. I attached screen shots to help you see the steps. I am also asking content writers to create an FAQ in help to outline the steps.