Bulk Add a Value to a Data Field (AKA Mass Adding Tags)

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Nicole Serviss
Nicole Serviss Member Posts: 3
Name Dropper Photogenic First Comment
edited February 8 in Sales CRM #1

Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this.


Here's what it could look like...


The system is already capable off adding values when merging contacts, so why not have this feature be added when bulk editing?

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,143 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    Options

    Hi, @Nicole Serviss . That is possible when your field type is “multiple options,” just like the example from your image. You can select multiple options from a list; however, to add new options, it is necessary to edit the custom field and its list of preselected options.


    If you mean to have a field for freeform information, it is best to have a “text" or “large text” custom field. The latter is more suited for information that takes more than 255 characters.

  • Nicole Serviss
    Nicole Serviss Member Posts: 3
    Name Dropper Photogenic First Comment
    Options

    When I bulk edit and want to add another multiple option, it just overrides all the ones that are there and replaces it with what I select.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,143 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    Options

    That’s correct and is the expected behavior when bulk-editing multiple option fields. You need to make sure all the options you want to see in that field are selected. Not just the option that you want to add.