Denis Horgan - 8 months ago
You can edit multiple records of the same type in a single list view but you don't need to display the record type as one of the fields in that view.
The reason why this is not such an easy thing to do is becuause what do you do when you have the same field on two different record type and based on the record type have different values. Who do you mass update in that use case. I agree it would be a great feature and in my opion if the fields and their values are the same across multiple record types I should be allowed to mass update them even if it is only a text field, it would save me a lot of updating a custom field for Next Steps
Debbie Farley - 9 months ago
I agree that inline editing should not be dependent on the record type. Often my users have several small changes to several accounts, and it is much easier for them to do it from a list view rather than editing each record individually. I've added the record type to the filter for all standard list-views, but the users are confused about why the record type is showing in the list and taking up space they want for other information.
Our goal is to make things easier for our Sales Teams, and the inability to make changes from the list-views is taking needless time from the team.
Gerard Spijker - 1 year ago
It should not be necessary to explicetly filter on a record type. If the view of a user, already contains the same record type, inline editing should be possible. The out-of-the-box views, like My Open Opportunities, are useless because of this. It is useless that we need to explain to users that they have to create their own views to make inline editing possible.