Bulk Changes
I want to be able to change a field value for all of my companies. In my case, I made a custom field and I want to set the initial values up. But I remember we wanted to change the company owner couple of months ago - the same principle.
I know I can export the data into Excel, change set up the field new value there and import it back. But I would like to do it right in eWay-CRM.
Comments: 12
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15 Feb, '21
John BurgessBulk editing a field would be really great, otherwise enable inline editing of the data grids, say by pressing F2 or similar while focus is on a particular cell.
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13 Aug, '22
Elizabeth Cortez Mergededit and add multiple modules to existing Fields. Currently I have to delete and create a new one with multiple modules
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17 Aug, '22
Jan Lalinský System"Fields in Deals" (suggested by Elizabeth Cortez on 2022-08-13), including upvotes (1) and comments (0), was merged into this suggestion.
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28 Mar, '23
Jeff Helfand MergedWhen I used ACT, it had a command to global replace a field in a view. This would make it easier to update categories, dates, or other coding.
An alternative to this which may be possible - to attach Eway tables to Microsoft Access and mass edit records there. -
18 Jul, '23
Jan Lalinsky System"mass close deals" (suggested by Shawn on 2023-06-22), including upvotes (1) and comments (0), was merged into this suggestion.
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18 Jul, '23
Jan Lalinsky System"Global Replace for a field in a view" (suggested by Jeff Helfand on 2023-03-28), including upvotes (1) and comments (0), was merged into this suggestion.
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12 Jun, '24
HannahBulk edits would also be helpful for adding Team Members to Projects, Tasks, etc. I have many Projects that currently only have myself listed as the "Team" because I created the Project. I now have to manually go through every single Project and add other team members one-by-one.
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05 Jun, '25
Jan Lalinsky AdminHello,
We are proud to announce that this feature is available in eWay-CRM Online 9.2.
Regards
Jan