e-automate Ideas Portal

Add, change and remove template for Equipment records in hosted

Prior to moving our system to ECi hosted we had update spreadsheet templates that were macro enabled and could bulk update. In particular equipment records for default technician - we could pull the data out, make changes and push the changes back into the database. Now that we are hosted - we can't do that efficiently. We make changes to default technician designation in equipment records on a regular basis - often hundreds at once. The bulk update utility doesn't allow us to use the quicksearch filters efficient enough to do these in bulk and as efficient as the on-prem spreadsheet utilities. We would like to get a spreadsheet utility that will allow adds/removes and changes to the default technician field in equipment - not just new records.

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  • Jul 30 2025
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