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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 over 3 weeks ago

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

  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.

  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.

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

  5. Bulk Edit is now in progress and you will receive a 'Success' message in a box once complete

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