How to Quickly Analyze and In-Line Edit Field Data
Quickly editing and correcting data is critical to keeping your database healthy, but editing data inside your CRM has proved clunky and time-consuming.
The Grid Edit module gives you a quick way to surface the needed records, and edit the field data right on the page.
- Filter your records.
- Edit the field values.
Use the filter to work only with the relevant records.
In the Grid Edit module, select the database and record type from the top menu. Then explore the templates for an existing solution that may be close to what you need.
Under the Filter tab, select the Field to work with. Use the Condition to set the rule that the data in the selected field must meet.
In this example, the filter will look for records with no data in the First Name field.
Click the Search button, and the records that match this filter will load in the Record Viewer at the bottom of the page.
To change the fields that appear in the Record Viewer, click the Layout tab.
In the right column, you can search for fields to add to the layout and drag them into the left Visible Fields column. Remove fields by dragging from the Visible Fields column into the right column.
For this example, we need to include the Email field.
In the Record Viewer, look for records where the first name can easily be figured out from the email address.
Hover over the blank First Name field for a record and click on the pencil icon.
In the Edit popup, enter the name and click Save. As soon as you save, the field update is pushed to your live database.
Add the first name for all the records that include the first name in the email address and skip those that don't.
Tips for Filtering Records
If there are a large number of records that match your filter, this may slow you down or be a bit overwhelming. You can add an additional filter to work with a reasonably sized subset of records.
First, make sure that you have clicked the Search button.
Second, check to ensure that your filter is accurate, and not too specific. For instance, if you are using the "is" operator in your filter, you might consider using "contains" or "starts with" to identify other records with slight differences.
If you don't see data in the relevant field in Insycle, but the field contains data in your CRM, it is likely a field syncing issue. In this case, contact support through live chat to trigger a manual sync for the field.
For a complete guide to troubleshooting issues with Insycle, please refer to ourarticle on Troubleshooting Issues.
Related Help Articles
- Module Overview: Grid Edit
- Bulk Update Values of Any Field
- Bulk Clear Values From Field
- Format Names, Phone Numbers, Addresses
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