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Introducing the New Edit Sources Feature for Enhanced Workflow | Clay

Introducing the New Edit Sources Feature for Enhanced Workflow

August 30, 2024

Reading time: 1 minute

New Feature | Edit Sources! @here

Another beta feature this week ➡️ Edit Sources! Now, you can...

Access the "edit sources" through the source panel
Modify original settings/filter criteria without starting from scratch
Keep old records intact, even if they no longer match the new criteria

Let us know what you think -- your feedback is valuable! Thanks for shipping, Brian L.!

12 comments

· Sorted by Oldest

Amit S.
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This is amazing. Will it automatically exclude records that match the new criteria as well, so as to not create duplicates?
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Andrew T.
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YES! This is excellent. Great question ^
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Peter K.
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Great question! My understanding is that it does, but I'll let Brian L. confirm! 🙂 Brian L. - does the updating the sources
automatically exclude duplicates?
If so, what happens to a duplicate if I had made any manual changes to a row?
Amit S.
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Finer details: Say, based on the new criteria, I want to import 100 new companies. Will the edit step import fresh 100 companies after checking for duplicates, or let's say remove 10 records that are duplicates, and only import 90.
Daniil P.
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YAAAAASSSSS
Daniil P.
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i was just needing this feature the other day!!!
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Hugo C.
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Really cool!
Brian L.
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It indeed excludes duplicates!
Brian L.
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Amit S. this is correct
🙏2
Vadim G.
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oh finally
Vadim G.
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thank you so much
🫡2
James B.
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RAHHHHH LETS GO BABY

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