Bulk Update Custom Fields

Starting today you can bulk update these custom fields from the Update Qualitative option from your Investments page
A few weeks ago, we introduced Custom Fields as a way to track additional information for each portfolio company. Starting today you can bulk update these custom fields from the Update Qualitative option from your Investments page. Simply download an Excel spreadsheet with your current qualitative data (including Custom Fields), update them offline and import back into Tactyc to update them.
***
Originally published in the Tactyc newsletter on September 11, 2023.