Repeating Batch Entry

Rachelle Badem

I have a large batch where the starting fields all have the same information and on an excel sheet I would use a Fill down to fill them all in. Does BB CRM have any option like that?

Allen Roth

@Rachelle Badem
It does not have a fill down, However, you can create a new batch template or modify a template to default the value of those fields. You can also create the batch in Excel and import it into batch.

Rachelle Badem

@Allen Roth
thanks. Neither of those options will help in my case but thanks for suggesting.