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EXAMPLE: we have an attribute field called sub onboarding type, there has been cases where we need to do manual updates. In this example, it would be in relationship R360 under one of the tabs. In GS knowledgebase, it references being able to mass edit in My portfolio, however, the needed field are not able to be brought in this pre-build widget. So we are trying to find a better way to do inline editing for objective that’s high volumn. It is often very time consuming to click in each customer, then relationship, then the attribute type for each customer to make this update. Is there a better way to make this update without using rules or automation?

Have you tried looking at the in-line editing capabilities on reporting? This would be on a custom report, not using the My Portfolio. You can read more about it here: https://support.gainsight.com/gainsight_nxt/Reports_and_Dashboards/User_Guides/01_Create_and_Share_Reports#Inline_Editing

If the data you’re trying to edit is on one of the supported objects, it could work.

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