What is the Editable Grid?

The Editable Grid extends the current Grid View by giving users the capability to modify a cell's value by clicking and typing, if a text or numeric field, or selecting, if a drop-down list field. With Editable Grid our users can edit the entities' data displayed in the Grid View, instead of only being able to view it.

Updating 'My Settings' - A prerequisite to using Editable Grid

Check with your dedicated Customer Success Manager or Account Manager to understand if your plan includes this feature. If so, they will confirm this feature is activated for your environment and you will have to perform the following few steps to turn it on in your account:

Open 'My Settings'
Scroll down to the feature toggles section
Toggle 'Activate Editable Grid'

You'll know if Editable Grid has been enabled if the tool-tip message when hovering on the 'Grid View' icon in, for example, Dealflow has changed to: 'Switch to editable grid'

Using the Editable Grid

Once enabled, the Editable Grid is available in any view that has a 'Grid View' EXCEPT for KYC, Indirect Holdings and Introductions.

In the example below, we will be using the Dealflow pipeline to showcase the editable grid feature.
Once you've switched to Grid-Mode view, you can edit what columns you want to view. On grid-mode view, each column represents a field and you can turn on as many as you'd like. You can also re-order the position of each column by clicking and dragging it to the desired position. Steps to add/remove columns in the grid view:

To update a value, double click on its field. Once you've changed the value, your data will be updated in real-time: there is no separate button to click to save your changes
Important note - Updating values in Editable Grid mode depends on the field type:
- Change text or numeric fields by clicking once and entering a new value (Ex: 'Ticket Size')
- Change drop-down fields by double-clicking and selecting a new option from the drop-down list ( (Ex: 'Stage')
- Not all cell values can be updated within the Editable Grid; some columns are read-only by design. The list of fields which are read-only depend on the entity in question. Please find a list of the read-only fields. If a field does not appear in this list then it should to be editable (as long as it is not marked as 'read-only' in the Field Settings).
  - Deal Pipeline Read-Only fields:
    Deal Name
    The 'Target Asset' field
    Last Hold Comment
    Last Pass Comment
    On Hold Until
    Pass Reason
    Put On Hold
    Pipeline
  - Fundraising Opportunity Pipeline Read-Only fields:
    Name
    On Hold Until
    On Hold Comment
    Lost Comment
    Lost On
    Lost Reason
    Put On Hold
    Put On Hold On
    Won On
    Pipeline

Additional Information

In order to edit cell values in the Editable Grid you need to have edit/write permissions: either on the field in question or within the environment as a whole. (Admin users have permissions to edit the whole environment).
You can add more data for modification to the Editable Grid view by adding more columns from the table's menu accessed via the ⋮ icon
There's a focused mode for keyboard-only use:
- Click on a cell and press esc to enter 'focused mode' (indicated by a black border around the cell)
- Navigate through the Editable Grid's cells using your arrow keys
- Focus the highlighted cell by pressing space or f2 on your keyboard
- Exit the cell by pressing esc

What is the Bulk Edit feature?

We’re excited to introduce you one of the most-requested features, the Bulk Edit. With our new Bulk Edit feature, you’re able to mass edit the field value of multiple entities (Deals/Contacts/Companies/etc.) at once.

Note: We will use the Dealflow pipeline to showcase the Bulk Edit feature, however, please note that it works in the exact same way under all modules: Fundraising, Contacts, Companies, Investors, Holdings, Commitments, and Funds.

1. First go to the Dealflow Pipeline and switch to the GridMode View by clicking on the grid icon at the top right:

2. Then, select the deals that you want to edit a field value for, by selecting the checkbox to the left. When you start this selection, you’ll notice that a blue box appears at the top of the screen with two buttons to select from: “Delete” and “Bulk Edit”. Please click on “Bulk Edit”.

3. A pop-up window will appear in your screen asking you to select the field you want to edit. The field selection list will reflect all deal fields currently turned on in your environment under field settings. For the purpose of this example, we will bulk edit the country field of all of these deals.

4. Once the field to be edited has been selected, you’ll chose one of two actions to take: “Overwrite Content”, which will let you select a new option to populate this field under all deals selected or “Clear All”, which will let you remove the currently selected option under this field.

5. Overwrite Content – If you decide to overwrite content, you’ll be prompted to select the new option you want to update all the selected deals with.

6. Please note – others:

a. For field types that include a list of options, you’ll be able to create a new option from the same window. To do this, just select “Add content” as the selected action on the pop-up window, start typing the new option and then click on “Create new deal category”:

b. Only 20 rows can be edited at once.