Bulk update needs the option to add to existing not just override.

Rebecca Sanders
Rebecca Sanders Member Posts: 12 VERIFIED MEMBER
10 Comments
edited July 2022 in Ideas and Product Feedback #1

The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.

3
3 votes

· Last Updated -

Comments

  • David Lorbiecke_3
    David Lorbiecke_3 Posts: 188 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited February 2022 #2

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

  • Rebecca Sanders
    Rebecca Sanders Member Posts: 12 VERIFIED MEMBER
    10 Comments
    edited June 2020 #3

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    Hey, any update on this suggestion? It's really causing limitations for our sales and marketing efforts.

  • Rebecca Sanders
    Rebecca Sanders Member Posts: 12 VERIFIED MEMBER
    10 Comments
    edited July 2020 #4

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    @David Lorbiecke Any updates? It's really causing so many issues for us.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited July 2020 #5

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    Hi @Rebecca Sanders 

    There's no current update unfortunately, I'm sorry. I checked with the team and they have it in their backlog but there are currently other priorities for them.

    I will do my best to convince them to move it up in the priority list. There is one workaround though, it isn't pretty but it works.

    You could export all your data to a spreadsheet and make sure it included the ID's of the items in Pipedrive. You can then update the data in the spreadsheet and reimport this so that it has all the data you need. Again, not pretty but works. I'll continue to let the team know we need an easier way to do this. Check out this article for some tips on the import:

    https://support.pipedrive.com/hc/en-us/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-

  • Rebecca Sanders
    Rebecca Sanders Member Posts: 12 VERIFIED MEMBER
    10 Comments
    edited July 2020 #6

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    Thanks @Mike van der Valk, yes I have multiple workarounds depending on the situation but it does affect our team daily. I anticipate in a few months, we will have so many variations in tagging that this would become such an issue that we would need to very seriously consider moving CRM's. This is how important this fix is to us successfully managing our customer data. Hope that helps to convince them.

    Cheers

    Bec 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited July 2020 #7

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    Hi @Rebecca Sanders 

    I went to check with the developers after your message and they mentioned they are aware of the problem and are actually working on this now. It's a new way of editing in Pipedrive so is not done in a few days but definitely will take weeks, but good news, it's being addressed.

  • Rebecca Sanders
    Rebecca Sanders Member Posts: 12 VERIFIED MEMBER
    10 Comments
    edited July 2020 #8

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    Fabulous, we can hold down the fort in the meantime.

  • Roel Schiefelbusch
    Roel Schiefelbusch Member Posts: 1 VERIFIED MEMBER
    edited October 2021 #9

    Hi Rebecca,

    Thanks for the feedback, that's a good idea to be able to bulk edit existing values

    What is the status of this? It's been some weeks ;-)

  • LukeB
    LukeB Member Posts: 3 VERIFIED MEMBER
    First Comment

    Is there an update on this please? It would be useful for many customers, I'm sure.

    At the moment bulk editing over-writes what is already there... need an option to Add to, rather than simply over-writing

  • jamesmichael34552
    jamesmichael34552 Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment

    thanks for good information my issue was resolved it.

  • win10ac
    win10ac Member Posts: 1 VERIFIED MEMBER
    First Comment

    issue solved Thanks. I was trouble 2 days to solve this problem thanks again.

  • astra
    astra Member Posts: 2 VERIFIED MEMBER
    First Comment

    It's solved on my end as well, Thanks.

  • astra
    astra Member Posts: 2 VERIFIED MEMBER
    First Comment

    Thanks for this. it help me to fix as well

  • Max J
    Max J Member Posts: 16 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper 5 Likes

    @Mike van der Valk was this ever implemented?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,291 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi everyone, bulk updating still means overwriting the previous information, which you can do with this technique for example . Bulk-adding to existing data is not part of the plans for the immediate future, but we are always keeping an eye on all your feedback and upvotes. The more popular a request is, the more likely it is to reach development.

  • Max J
    Max J Member Posts: 16 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper 5 Likes

    @Manuel Oliveira what happened to it's being worked on?