Save Time with Mass Edits in Quivr CRM Using Salesforce List Views
When you’re managing a financial advisory practice, efficiency is everything. Between client meetings, compliance, and day-to-day operations, even small tasks can pile up quickly. One of the most powerful—but often overlooked—time-savers in Quivr CRM is the ability to mass edit data using Salesforce list views.
Instead of updating records one by one, list views allow you to filter, sort, and make bulk changes across multiple clients at once. Whether you’re refreshing ADV sent dates, updating meeting types, or cleaning up records, this tool can save hours of manual work.
What is a List View?
At its core, a list view is a customizable display of records that meet specific criteria. Think of it as a dynamic spreadsheet inside your CRM: you can choose which columns to see, filter for certain clients, and then edit directly in the list.
For example, you might create a list view to show all households with a meeting scheduled this month, or all clients who haven’t received their RMD notice yet. Once you’ve filtered the data, you can quickly edit those records in bulk.
How to Make Fields Editable
Not every field in Salesforce is automatically editable within a list view. To unlock mass editing, there are two key rules to follow:
Page Layouts Matter – The field must be visible on the page layout for that record type. If it isn’t, it won’t be editable in the list view.
Field Types Matter – Some field types, like multi-select picklists, can’t be mass edited. Choosing standard fields (like dates, text, or single picklists) ensures smooth bulk updates.
With those rules in mind, you can build list views that let you quickly adjust multiple records with just a few clicks.
Practical Use Cases for Advisors
Here are a few examples of how financial advisors use mass edits in Quivr CRM:
ADV Sent Dates – Update compliance records in bulk at the end of the reporting period.
Meeting Prep – Track households’ meeting stages and make adjustments across several clients at once.
Client Data Cleanup – Standardize naming conventions or fix missing information in minutes.
Instead of manually opening each record, you can select a group, make changes, and instantly update your data.
Common Pitfalls to Avoid
While list views are powerful, there are a few watch-outs to keep in mind:
Record Types – If you’re working with multiple record types, be sure your list view is scoped correctly so fields line up.
Field Limitations – Multi-select picklists and certain calculated fields won’t work with mass edits.
Permissions – Ensure your team has the right permissions to see and edit the fields you want to change.
By setting things up properly, you’ll avoid frustration and keep your CRM data clean and reliable.
Work Smarter, Not Harder
Mass editing with list views is one of those small efficiencies that adds up to big time savings. Advisors who use this feature consistently report smoother workflows and cleaner data—both of which free up more time to focus on clients instead of administrative work.
Ready to see how Quivr CRM can simplify your workflows and help you run your practice at peak efficiency?
👉 Schedule a demo today
