Enhancements

Bulk populate fields with the same information or add shortcuts to edit records without opening each record

I'd like to see a feature allowing me to select multiple records and bulk populate fields with the same information. It would work like the "Assign to All" feature in FileIt. Right now (through FileIt) we can only populate the Case name; Tab; Category; Author; Party; and Date. If more fields were available (e.g., Source, Item Type, Question #, etc.) I would save a lot of time. I wouldn't have to open each record to add the same information individually to each record.


In lieu of that, it would be helpful if we could use Excel-type shortcuts to add data to the Data Sheets. My best examples are the ability to use the Ctrl+' keyboard shortcut to copy the text from a field in the row above. That would speed up data entry if a bulk edit feature is not possible. Another keyboard shortcut is to press F2 in an Excel field and the field becomes editable.


Thanks for considering my suggestions.

  • Guest
  • Jun 11 2021
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