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Bulk Edit

This function will let you edit more than one record at a time, saving you from needing to do it one by one.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Bulk Edit

  1. From the 'Stakeholders', 'Interactions', 'Properties', and/or 'Tasks' page, select multiple records you need to edit by clicking the box to the left

    Screenshot shows the Stakeholder page with some selected records.

  2. Once selected, items can be bulk deleted by clicking the bin icon, or bulk edited by clicking the multiple box icon in the top right-hand corner of the page.

    Screenshot shows location of the bulk edit icon
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  3. Use the drop-down box (and scroll if necessary) to select the fields you wish to edit

    Here, you can select to share across projects in bulk, or bulk update tags, etc.
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    Screenshot shows the bulk edit dropdown box

  4. Once you have selected your fields, follow the prompts to 'Add' or 'Replace' the information in the records and select 'Confirm'
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    Screenshot shows the location of the Add, Replace and Confirm buttons

  5. Bulk Edit is now in progress and you will receive a 'Success' message in a box once complete
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    Screenshot shows stakeholders successfully updated message in pop up box

For more help

For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].

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