Edit properties from filtered view

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.

 

 

filtered view of companiesfiltered view of companies

HubSpot updates
4 Replies
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. 

Occasional Contributor

+1

 

As an example of this functionality, in a Salesforce list, you can double click the data in the column you wish to edit for a given record and change it directly.

 

Very convenient and intuitive, which are not words I normally associate with SFDC.

New Contributor

Very much want this. +1!

Occasional Contributor

This would be so helpful! It's pretty painful for our users to have to go into each individual record to edit when looking at a list. One example of this would be when we're doing pipeline clean up - we might have a list of all the deals with a particular property missing, but each individual deal might have a different answer. Reps have to click into the deal, find the relevant property, edit it, save, and navigate back to the filtered list to continue - it feels like a lot of unnecessary clicks.