Edit properties from filtered view

Regular Contributor

Often times I'm bulk editing data on our companies. Unfortunately, not everything can be done through a workflow (though I use those extensively too!). One of my absolute pet bug bears is that I need to click on each company in order to edit the property I want to edit even though it's on the display. Example below. 

Can I please have a way to edit the properties that are displayed in the columns I've chosen on the filtered list rather than needing to click into each company individually? It's a whole lot of unnecessary clicking and more than doubles the amount of time it takes me.

 

 

2017-08-08_8-32-17.pngfiltered view of companies

3 Replies 3
Community Thought Leader | Diamond Partner

Hi @HelenRoss

 

This may not be the perfect solution but you are able to bulk edit properties from the contact or company views. 


More info here: How can I bulk edit contacts, companies, tasks or deals?

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Highlighted
Regular Contributor

Hi Phil

 

Thanks for the idea. 

 

Unfortunately I'm not always changing them all to be the same thing (I've done some like that with workflows, and this will help for those kind of scenarios). What I find more of is that I'm looking at a few properties in particular, and the correct value is variable, so bulk editing isn't a possibility. 

 

Honestly, I'm really just looking for a way to reduce the number of times I need to click (and amount of times I need to wait for a page to load) to change the data I want to change

New Contributor

I couldn't agree more. It's so frustrating that the saved contact filters with different fields saved per filter are not editable in the list view. What's the point in having different contact filters if you have to go through the preview and search for the fields for each saved filter view.