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.