Bulk Changes

42 votes

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.

Under consideration Suggested by: Jan Lalinský (31 Oct, '18) • Upvoted: 23 Dec, '24 • Comments: 11

Comments: 11

27 Feb, '19
Eliot Roth
This would be really really really really great!!!!
1
07 Mar, '19
Jim
agreed! like in outlook.
1
13 Mar, '19
Moderator
Also be able to Bulk Change Owners, Team Members
1
15 Feb, '21
John Burgess
Bulk 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.
1
07 Jul, '21
David Madden
Yes, strongly support this.
1
13 Aug, '22
Elizabeth Cortez Merged
edit and add multiple modules to existing Fields. Currently I have to delete and create a new one with multiple modules
1
17 Aug, '22
Jan Lalinský Admin
"Fields in Deals" (suggested by Elizabeth Cortez on 2022-08-13), including upvotes (1) and comments (0), was merged into this suggestion.
28 Mar, '23
Jeff Helfand Merged
When 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 Admin
"mass close deals" (suggested by Shawn on 2023-06-22), including upvotes (1) and comments (0), was merged into this suggestion.
18 Jul, '23
Jan Lalinsky Admin
"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.
1
12 Jun, '24
Hannah
Bulk 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.