In-Cell Editing of Items

Availability: The feature is available from version eWay-CRM 8.3.

Content

Prerequisites

Editing fields

You can think of the list as a table where individual values can be edited.

Just click into the field and start typing. Editing in the list has its specifics depending on the type of field, as described below.

Upon confirmation, the value is saved, indicated by a green frame.

Editing items directly in the list is, of course, connected with the individual functions that you encounter when editing in the item detail:

  • It is not possible to save a value if the required field for the item is not filled in.
  • It is not possible to save a value if an action tied to the state transition is not completed.
  • When the state changes, all actions associated with the transition between states are performed.
  • If a company is entered into the contact, the company's information is entered into the contact if it has not been filled in yet, etc.
Tip

You can edit values using the keyboard, moving with the arrow keys as usual, without needing to use the mouse. You can use these keys and shortcuts:

  • Enter - confirms the change in the field, the cursor moves to the field below
  • SHIFT + Enter - confirms the change in the field, the cursor moves to the field above
  • Del - deletes the value
  • Esc - cancels the change in the field
  • CTRL + Enter - opens the item detail regardless of which field you are on
  • CTRL + Del - deletes the item
  • CTRL + C - copies a value in the selected field

Editing depending on the field type

Depending on the type of field, editing may vary slightly, as shown in the following table:

Field Type Description
Text Field Standard text is entered.
Multi-line Text Field Standard text is entered; line breaks should be made using SHIFT + Enter.
Link Standard text is entered, which changes to a link after saving.
Relation

Selected from a list that appears when you click into the field / hover over it and press Enter. Searches can be performed within the list.
Numeric Field Only numbers can be entered.
Date Field

Selected from a calendar that appears when you click into the field / hover over it and press Enter.
Checkbox Field

A checkbox appears when you click into the field / hover over it and press Enter.
Drop Down

Selected from a list that appears when you click into the field / hover over it and press Enter. Searches can be performed within the list.
Multi Select Drop Down

Selected from a list that appears when you click into the field / hover over it and press Enter. Searches can be performed within the list.

Selecting items in the list

Availability: The feature is available starting with eWay-CRM version 9.1.

You can easily select an item in the list by clicking on the circle located on the left side of the list, where the logo, photo, or icon of the item is displayed.

Once selected, you can select multiple items you wish to edit in bulk. The options for working with the selected items will appear at the top of the window.

Clicking the checkbox in the column header selects all items matching the current filter at once - not just the ones currently loaded on screen.

The options vary depending on whether you select a single item or multiple items, as described below.

Available options when selecting one item

Functions may slightly vary between modules. For example, in the Tasks module, you can complete tasks in bulk or reschedule them to a different date. However, the following options are generally available.

These options are also available in the board view.

Option Description
Edit Opens the selected item.
Add New Creates a new item related to the selected one. The two items will be automatically linked.
Link to Existing Attach another existing item to the selected one.
Chat in Teams Allows you to chat with colleagues about the selected item directly.
Share Copies a link to the selected item or sends the link via email.
Import Emails Allows email import for the selected item. This feature is not available for all modules. See Import emails to a new contact, company, or deal.
Categories Assign a category to the item.
Templates Offers the module's saved templates for exporting the selected item to Word or PDF, and lets you edit those templates. See Create and Edit Templates for Export to Word and PDF.
Power BI Reports Quick access to the Power BI reports configured for this module, and the option to pin a custom Power BI report. See Power BI Reports.
Delete Deletes the selected item.
Export to Excel Exports the list of items to Excel.
Import from Excel Provides information on how eWay-CRM supports importing data from Excel.
Integrate Shows the integration options available for the module in question.

Available options when selecting more items

Functions may also vary slightly between modules. For example, in the Tasks module, you can mark tasks as complete or follow them up in bulk - both limited to 100 items at once, even if more are selected. However, the following options are generally available.

Option Description
Merge Opens the Merge Duplicates dialog, where you choose the main record and merge the other selected items into it.
Edit Opens the selected items.
Link to Existing Attaches another existing item to the selected items.
Import Emails Allows email import for the selected items. This feature is not available for all modules. Limited to 20 items at once; if more are selected, you can either import emails for the first 20 or for all of them. See Import emails to a new contact, company, or deal.
Categories Assigns a category to the selected items in bulk.
Delete Deletes the selected items, or every item matching the current filter if they were selected using Select All.
Export to Excel Exports the list of items to Excel.
Import from Excel Provides information on how eWay-CRM supports importing data from Excel.
Integrate Shows the integration options available for the module in question.

For actions that process a large number of items at once - such as Import Emails, or Mark as Complete and Follow Up in the Tasks module - eWay-CRM may limit how many it handles in a single run, even if you selected more. You'll see this before anything happens, with the option to continue with just the first batch.

Whether you're allowed to perform a bulk action is only checked after you click it - even if only one of the selected items is affected. If it can't be completed for some of the items (for example because of permissions, or their current status), a dialog lists exactly which items and why, and lets you continue with the rest or cancel.

Before deleting one or more items, a confirmation dialog with a random code always appears; you must type it in to confirm your choice.

When deleting many items at once (typically after using Select All), a progress dialog also appears, warning you not to close the window; you can interrupt the deletion at any time with the Cancel button. If every selected item is deleted successfully, the dialog simply closes once it's done. If some items could not be deleted (for example, due to insufficient permissions), a summary appears once it's done, showing how many items were deleted and how many were not.

Selecting items in the tab

Availability: The feature is available from version eWay-CRM 9.2.

In addition to editing items in module lists, you can also edit them in tabs. The principle remains the same, but in this case, the editing panel does not appear. Instead, you need to right-click on the items and select the option you want to use.

Option Description
Merge Opens the Merge Duplicates dialog, where you choose the main record and merge the other selected items into it.
Edit Opens the selected items.
Link to Existing Attaches another existing item to the selected items.
Categories Assigns a category to the selected items in bulk.
Unlink Deletes the relation to selected items.

Due to differences between modules, other tabs may offer additional options (e.g., for tasks or projects), but the options mentioned above are common to all modules.

Merge items

Selecting Merge opens the Merge Duplicates dialog, listing every selected item side by side. Drag a card into the first, Main Record position to choose which item stays - it doesn't have to be the one you selected first - or remove an item from the comparison with the X on its card.

Merge into {name} keeps the Main Record, fills its empty fields with values found on the other records, and combines their related items (activities, emails, and so on). The other records are then deleted; any of their field values that conflicted with what the Main Record kept are written to a Journal note called Merge Conflicts & Overflow on the surviving record.

Bulk change of value in any field

Availability: The feature is available from version eWay-CRM 9.2.

Values can be edited individually, as mentioned above, but also in bulk. Simply select multiple items at once and change the value for just one of them.

Once you click outside the selected rows, you will be asked whether the change should be applied to all selected items or not.

If you choose to apply the change to all items, the system will evaluate whether the change is possible and inform you about any items where the change cannot be made (e.g., due to missing permissions, unmet workflow conditions, or unfilled required fields). In such a case, a similar dialog will appear.

Once you confirm that you want to apply the change where possible, the bulk update will occur. Rows where the edit was successfully applied will briefly turn green, while those where the edit was not possible will turn red for a short time.

All of the above also applies to bulk editing in tabs.