Edit Field 360 Report

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  • Updated 1 year ago
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We have a project where we want to add information / update several records per account. Is it possible to create editable fields on a report in the 360? I know it's a long shot, but that would be super helpful, right now.
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Elizabeth Adams, Champion

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Posted 1 year ago

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Karl Rumelhart, Official Rep

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Alas, no.  Sorry Elizabeth!    Certainly that would be a good thing to enable.  Can you share the type of records and fields you want to be able to mass edit?
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Elizabeth Adams, Champion

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Hi Karl - I think there's some value in this capability in multiple instances. Updating contact information or account details (SFDC data). Our current use case is asking clients for updates on outstanding projects. We want CSMs to provide updates that we can then pull into our project management tool. Many accounts have several projects so there's a 1:many aspect that would require a table. The data is currently available in GS via an MDA table.
(Edited)