Allow inline editing in tabular reports

Thanks for all the inputs so far. A generic inline editable tabular report would definitely have to handle field level security. While this is something that is not on our short term radar right now, I will be working on understanding the benefits and the scenarios for this.  

For opportunity forecast editing, I would recommend you take a look at our Renewal Center. Because RC understands that the updates, etc. are on opportunity, we handle a bunch of validations and other scenarios which are hard to generalize in a table report. cc: @minh_phan 

@rakesh another object this would be really useful for is the Company Person, so CSM’s can quicky update their list of contacts without going to 360 and clicking on each person individually. For example cleaning up their lists and flagging who has left the company, or flagging those to be included within/excluded from a certain JO program.

I fully agree @HollySimmons. I think its a pretty tedious task updating contacts today and it would be great if this could easily sync back to Salesforce.

+1

We would like to edit Person and CompanyPerson records in reports

This would be a great tool to easily edit multiple rows. The only other solution I’ve found that works well here is to export the data to excel, update it, and then re-upload it. The Mass Edit tool works well too but often you have to change multiple records and they don’t all get the same values. 

This would be helpful for admins and CSMs or anyone else who needs to edit data in Gainsight.

Hi @rakesh - I think we should assume that admins want to have the ability to edit every field on every object (obviously excepting system objects and other hard limitations like that). This would be a big-time game-changer, as all the comments and upvotes on this post indicate. I think we should think big rather than just providing a half-measure of an editing experience only on the company and relationship objects.

@spencer_engel agree. We will most likely have a phased release here, but will consider a holistic approach to the solution. cc: @pgeorge 

I would agree. It would be better if there were no limitations on the type of object. I use low volume objects all the time because its the only type for new objects that CSMs can view the records. 

@dan_ahrens - do you know if this on any future roadmap?

@jean.nairon it is something that the team is planning on doing, but exact ETA is not determined at this time. There are a number of technical complexities especially when dealing with reports that can be transformations and combinations of base data.