More Bulk Edit Options for Reporting
Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.
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Timothy Andres commented
This feature is critical for keeping JobNimbus data accurate at scale. Right now, we can bulk edit only a few fields, but not custom fields like location or lead source. That forces us to either update hundreds of records manually (dozens of wasted hours) or live with messy, inconsistent data.
Clean data is the backbone of accurate reporting and adoption. As our team grows, this limitation creates friction across sales, operations, and management.
Please prioritize extending bulk edit to all non-unique fields. It’s a small change with massive impact on efficiency, reporting accuracy, and customer satisfaction.