Bulk Edit Data
Applies to
eWay-CRM Desktop, eWay-CRM Online and eWay-CRM Mobile (iOS and Android).
Návod pro
eWay-CRM Desktop
- To bulk edit data, the easiest way is to export the data to Excel, where you can modify the values and then import them back into eWay-CRM. Make sure the columns you want to edit are in the list. Then, just click the Export to Excel button.
- Save and open the file. To edit existing deals (it is same for other modules), the first column, which specifically identifies each deal, is essential.
- For example, if you want to change the owner of selected deals and then move the deals to the New status, just overwrite the values in Excel. Then, save the file.
- In eWay-CRM Desktop, click Import From Excel and select the file you just edited.
- When selecting columns for import, it is sufficient to select only those columns where changes have been made. Then, perform the import by clicking the Import button.
- In the list of deals, you will see that the changes you made.
Tip for transferring agenda
For example, if an employee is leaving, going on a longer vacation, etc., it is possible to transfer their agenda, or part of it, to another employee. This is described in more detail in the article Delegate Agenda to Your Colleague.
eWay-CRM Online
- eWay-CRM Online offers an easy way to batch edit data directly in the list. If you want to edit specific items, just filter them so they appear one after another.
- Then, you can start typing, for example, a new status – New. The value will be suggested automatically.
- Just select the value and hit the Enter key. This will move you to the next field, where you can start typing again and repeat the process.
- This way, you can quickly edit a larger number of items quite easily.
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