If you want to change information in bulk, you can do it on several places in Productive. Currently, bulk editing is supported on:

  • Deals
  • Budgets
  • Invoices
  • Contacts
  • Company Expenses
  • Projects

We'll be adding new options, but at this point you can for example:

  • change custom fields
  • change tags
  • change the Project Manager on Projects
  • edit due date, date paid on Company Expenses

To edit information in bulk, hover next to the field in the table you want to edit:

Add the checkmarks and the editable information will show up in the header:

If you want a specific action to be added, let us know using the in-app chat.

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