> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Edit Fields in New Lists

> Help center reference

<Note>
  **How-to** — task-oriented recipe.
</Note>

## Overview

Edit record data directly within New Lists using fast, one-click cell editing. This spreadsheet-like experience lets you maintain accurate CRM data without navigating away from your list view, making pipeline updates, data enrichment, and quick corrections seamless and efficient.

## Prerequisites

**Permissions Required:**

* All users except Collaborators can edit fields
* List-specific fields are only editable by users with access to that specific list
* No changes to editing permissions from Classic Lists

**What you can edit**

| Field Type      | Use Cases                                                                     | Single/Multi Value |
| --------------- | ----------------------------------------------------------------------------- | ------------------ |
| Text Fields     | Custom text fields, descriptions                                              | Single only        |
| Number Fields   | Custom number fields, Amount, Funding Amounts                                 | Single only        |
| Dropdown Fields | Categories, Industries, Funding Stage                                         | Single & Multi     |
| Ranked Dropdown | Status, Priority                                                              | Single only        |
| Date Fields     | Custom date fields, Last Funding Date, Close Date                             | Single only        |
| Location Field  | Custom location fields, HQ Location                                           | Single & Multi     |
| Person Fields   | Custom person fields, Relational People field, Owners, Source of Introduction | Single & Multi     |
| Company Fields  | Custom company fields, Relational Company field, Current Organization         | Single & Multi     |

**What you are unable to edit**

* Formula fields (edit the formula itself or source fields instead)
* Communication fields (Last Contact, Last Email, etc.)
* System fields (Date Added, Time in Status, Connections)
* Notes and Reminders (use dedicated panels)
* Lists field (coming in future update)

## Steps

### Step 1: Navigate to the Cell You Want to Edit

**Option A: Using Mouse**

1. Click once directly on the cell you want to edit
2. The cell transforms into an editor appropriate for the field type

**Option B: Using Keyboard**

1. Use arrow keys to navigate to the desired cell (blue outline indicates focus)
2. Press **Enter** to open the editor
3. OR simply start typing to begin editing immediately

### Step 2: Make Your Changes

**For Text Fields:**

* Type or paste your text
* Press **Tab** to move to the next cell

**For Number Fields:**

* Enter numbers using these shortcuts:
* **k** = thousands (e.g., "500k" = 500,000)
  * **m** = millions (e.g., "2.5m" = 2,500,000)
  * **b** = billions (e.g., "1b" = 1,000,000,000)
  * Scientific notation (e) accepted
* US locale formatting only (comma not accepted as decimal)

**For Date Fields:**

* Type dates in US format: MM/DD/YYYY
* Also accepted: YYYY/MM/DD, Month Day Year, Month Year, or Year only
* Shortcuts: "Today", "Yesterday", "Tomorrow"
* Days of the week: Interpreted as the next occurrence of that day
* **Important**: If you type "Wednesday" and today is Wednesday, it will default to the following Wednesday
* Delimiters: forward slashes, dashes, periods, or spaces (must be consistent)
* Leading zeroes optional
* Abbreviated years only accepted with month and day (e.g., "4/1/23")
* Date defaults:
* Month only or Month+Year → defaults to 1st day of month
  * Year only → defaults to January 1st of that year

**For Dropdown Fields:**

* Click to open dropdown menu
* Select one or multiple values (depending on field configuration)
* Type to search within dropdown options

**For Location Fields:**

* Type to search using Google Maps API
* Search by city, region, or country
* Select from suggested results

**For Person/Organization Fields:**

* Type to search within Affinity database
* Select from results (search currently uses legacy ranking)
* Can select multiple if field allows multi-values

### Step 3: Save or Cancel Your Changes

**To Save:**

* Click outside the cell
* Press **Tab** to save and move right
* Press **Enter** to save and close editor **To Cancel:**
* Press **ESC** to discard changes and revert to previous value

**Important:** There is no undo button in Lists. Verify entries before saving.

### Step 4: Navigate to Next Edit (Optional)

**Keyboard Shortcuts for Efficiency:**

* When cell is in focus but editor closed: Type any character to immediately start editing
* **Arrow keys**: Move between cells (up, down, left, right)
* **Tab**: Move right to next cell
* \*\*Tab + Shift: \*\*Move left to the next cell
* **Enter**: Open editor; or close editor and move down to the next cell
* \*\*Enter + Shift: \*\*Move up to the next cell
* **ESC**: Cancel edit and return to previous value
* **CMD/CTRL + ;** adds `{today’s date}` in date fields

## Tips & Best Practices

**Editing Efficiency:**

* **Tab through cells** to update multiple entries quickly without clicking
* **Start typing** when cell is focused (no need to click first)
* **Use keyboard shortcuts** for number fields (k, m, b) to save time
* **Press Enter** to move down after editing for pipeline updates

**Data Quality:**

* **Use dropdowns over free text** when possible for consistency
* **Validate before saving** - there's no undo functionality
* **Fill required fields** promptly when Status Triggers activate
* **Check enriched field indicators** to avoid overwriting automated data

**Known Limitations (Coming Soon):**

* Bulk editing not yet available in New Lists
* Lists field editing not yet available in New Lists

**Validation Notes:**

* Numbers: Only US locale format; alphabet characters not recognized (except k,m,b,t,e)
* Dates: Only US locale format (MM/DD/YYYY primary)
* Leading zeroes optional for dates
* Cell updates immediately upon saving
* Changes sync across all views of the same list
* If editing a Status field, any configured Status Triggers may activate
* Updated data reflects in related charts, dashboards, and reports
* No page refresh or navigation required

## When to Use This

Field editing is most valuable for maintaining accurate, up-to-date CRM data efficiently. Below are the most common use cases.

**Quick Data Updates**

Make fast corrections or updates to record data without leaving the list view.

**Examples:**

* "I just got off a call and need to update the deal size from $100K to $150K."
* → Click the Amount cell and edit inline
* "The company just moved headquarters - I need to update their location."
* → Click the Location cell and select new location
* "I need to change the status of a particular deal to 'Meeting Scheduled'."
* → Click the Status cell and update **Pipeline Management** Keep deal pipeline current by updating stages, owners, and key fields.

**Examples:**

* "This deal just progressed to 'Proposal Sent' stage."
* → Update Status field (may trigger required fields)
* "I'm taking over this deal from Jane - need to change the owner."
* → Update Owners field
* "Close date moved from Q1 to Q2."
* → Update Close Date field **Data Enrichment** Add missing information to records as you discover it.

**Examples:**

* "I just learned who the key stakeholders are, and 2 of them are consultants."
* → Add contacts via Person field editor
* "I have a more precise description of what this company does after hearing the founders present."
* → Update Description field