You can edit many cells at once directly in the table, just like in Excel.
Bulk edit by pasting in the table:
Copy the data you want to input from the Edgefolio table (arrows and shift or click and drag), excel or another table.
Select the first cell of the range you want to edit by clicking on it or navigating with keyboard arrows.
Paste (Ctrl+V on Windows, Cmd+V on Mac), or press delete to remove data.
All matching cells will be updated.
This action works across rows and columns, it is available for selected fields only. More fields coming soon!
Bulk edit using export and import:
Select the records you want to bulk edit.
Click the "Export x contacts" (or "Export x companies") button above the table. This will download a spreadsheet containing the record information.
Open the spreadsheet and edit details in any of the columns that are not greyed out. Save your modifications.
Please note that the contact owner and company owner fields take lists of emails corresponding to contacts that exist in the CRM.Click "Manage data" on the top right of the page and select "Import contacts" (or "Import companies").
Select the file you just modified.
Your information will be updated according to the changes you made in the file.