Bulk Edit
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.
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
βUse 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.
βScreenshot shows the bulk edit dropdown box
Once you have selected your fields, follow the prompts to 'Add' or 'Replace' the information in the records and select 'Confirm'
βScreenshot shows the location of the Add, Replace and Confirm buttons
Bulk Edit is now in progress and you will receive a 'Success' message in a box once complete
βScreenshot 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].