Bulk Changes

32 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 Lalinsky (31 Oct, '18) • Upvoted: 03 Dec • Comments: 10

Comments: 10

27 Feb, '19
Eliot Roth
This would be really really really really great!!!!
07 Mar, '19
Jim
agreed! like in outlook.
13 Mar, '19
Greg Nakashima
Also be able to Bulk Change Owners, Team Members
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.
07 Jul, '21
David Madden
Yes, strongly support this.
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
17 Aug, '22
Jan Lalinsky 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
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
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
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.