Welcome back to another chapter of the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. This post highlights the Grid Edit feature, which allows users to edit records directly from the list view. Let’s dive in and learn more about this feature.
What is the grid editing feature?
The Grid Edit feature allows users to edit and save field values on multiple records, all from one screen in a list view. Grid Edit provides users uk phone number data with a tabular view of their records and allows users to assign different values to different records without having to enter or open the records.
Benefits of using mesh editing
Listed below are just a few of the ways users and organizations can benefit from using the grid editing capabilities in Vtiger:
- Save valuable time by allowing your users to edit on the fly, allowing them to focus on more important tasks
- Edit multiple fields for multiple how to start an online boutique without money records at once from the same screen
- Make sure you are editing the correct record by using search filters or creating a custom list before editing
- Quickly edit the most relevant fields to manage columns in list view
Grid Editing Use Cases
A sales manager needs to reassign the contact records for leads located in a specific state in the United States to the sales reps (users) assigned to that region. The manager also needs to update the country code in the phone number field for these contacts. Instead of opening and accessing each record one at a time to edit, the sales manager switzerland leads can quickly create a custom list or apply a search filter on an existing list to drill down into all the records they wish to reassign and edit. With just a few clicks, the sales manager can reassign one or more records to the appropriate sales reps and edit the country code without having to jump between records or leave the page.
Installing GridEdit
The Grid Edit feature is a paid add-on that can be purchased and installed from the Vtiger Extension Store. Simply go to the Settings page from the main menu or the User menu and click on Add-ons under the Extensions column. Search for the Grid Edit add-on and click Buy. Once purchased, the Grid Edit feature will be available to all active users in your CRM instance. Please refer to this article for step-by-step instructions.
How to use the grid editor
Once the grid editing feature is installed, users can go to any module that allows grid editing and click the grid edit button at the top of the record page. This will take the user to the grid edit view.