Bulk Association Editor

Written by Catalin Vlad | Aug 6, 2025 10:36:56 AM

Note

This record includes updates regarding current development efforts for our existing or new products or services. These updates are not intended to be a promise or guarantee of future availability of products, services, or features but merely reflect our current plans based on factors currently known to us. They also are not intended to indicate when or how particular features will be offered or at what service tier(s) or price. These planned and future development efforts may change without notice.

What is it?

You can now view, select, and remove CRM associations in bulk directly within the CRM.

Why does it matter?

Whether you're an admin or team member, you sometimes need to make small- to medium-sized batches of changes to CRM associations. Today, this requires workarounds that are complex, slow, or have dependencies. The new bulk association editor helps you remove multiple incorrect associations at once, making it easier and faster to keep your customer data accurate and up-to-date.

How does it work?

In the initial release, you can:

Select one or more records to view their associated objects
See associations grouped by record type in a two-tiered table
Select any number of associated records from standard CRM objects
Bulk remove selected associations in just a few clicks

The bulk association editor is accessible directly within the CRM where you already manage your records.

Who gets it?

All hubs and tiers

Learn More:

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