Introducing in-line editing to list views ✨[Public Beta]

Introducing in-line editing to list views ✨[Public Beta]

The work continues on bringing you a better list views experience, and we’re happy to share that our latest update is live! You’re now able to edit most fields directly from the list view — so you can update details quickly without clicking in and out of individual records. Check it out ⬇️

❗This feature is in public beta, meaning some functionally is not yet available. See details on what is included in this release below.

We’re making it easier to stay in your flow and keep the most important details in front of you while making edits to fields like Contact Type, Date and custom text fields. You’re able to add notes quickly and keep your groove going by moving from one record to the next without ever switching screens 🔥Talk about powered up productivity 🚀 

Here’s more info on what’s included in this release. You’re now able to edit: 

  • Text fields
  • Text areas
  • Numbers
  • Phone number
  • Address
  • Percentage
  • Date
  • URL
  • Checkbox
  • Single-select drop downs
  • Multi-select drop downs
  • Owner
  • Opportunity value
  • Currency field
  • Task name

The in-line editing beta will not support edits to task activity type, primary person on an opportunity list or related company on a person list at this time. 

We’ve got more in store for you, so subscribe to our product updates channel in Community to stay in the loop. 

Have feedback on our new release? Share it in the comments below so we can continue building an awesome user experience. 

Melanie at Copper

 

Im assuming this is not turned on yet, none of the fields I have seem to work.

Hi @Kevin , we’ve enabled this 100% to all Copper accounts so it should be working for you as well.  One pre-req is that you must have `New Lists` enabled.  Which record type List View are you trying In-line Edit on (e.g. People, Companies, etc.)?

Hi @Kevin,

Just want to confirm you’re in the right place:

  1. You have new list views turned on? There is a button near the top that allows you to toggle back and forth. You’ll need to be on “new” list views for inline editing to work. 
  2. Are you trying to in-line edit the fields we currently have available in beta? Here’s the list of which fields work today:
    • Text fields
    • Text areas
    • Numbers
    • Phone number
    • Address
    • Percentage
    • Date
    • URL
    • Checkbox
    • Single-select drop downs
    • Multi-select drop downs
    • Owner
    • Opportunity value
    • Currency field
    • Task name

Let me know if it’s still not working and I can connect you with our support team. Thanks!

@Andrew from Copper @Jessica from Copper its working now. 

Will you eventually be able to Tab between fields?  What about being able to select a certain group of cells for a copy and paste feature?

Hi @Richard181,  As part of this group of work, no, you won’t be able to tab between fields or select cells to copy and paste. These are great ideas though - can you submit them as Ideas for our Product team to consider? https://community.copper.com/topic/new?type=idea

This update is great! Just what our team needed. 

Great job for this long anticipated core feature! Well done. 

This is a great new feature! Are there plans to allow “Log Activity” from the list view?

@Robert Mitchell That’s great to hear! The product team is aware of a few requests to allow “log activity” from the list view, but the timeline is still TBD. We’ll update you when we have more information 🙂

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