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Update Reporter Information

Last updated

By PitchFriendly

Reporter records can contain multiple candidate values for a field. Add a corrected value, then select it for the current pitch.

Open the reporter from the pitch

Select the reporter whose information needs correction.

Reporter detail view within a pitch

Select the field to open its available property values. This example updates Last Name.

Last Name field selected on the reporter detail view

Available values for the reporter's Last Name field

Add and select the corrected value

Enter the missing value below the existing options.

Form for adding a new reporter property value

Select Add. The value now appears among the available options.

New reporter property value after it has been added

Select the new value so PitchFriendly uses it for this pitch.

New reporter property value ready to be selected

Corrected reporter property selected for the pitch

The reporter card and pitch now display the selected value.

Pitch page displaying the corrected reporter name

Vote on the value and record context

Upvote the corrected value to increase its priority for future selection. PitchFriendly applies that priority during later processing.

Upvote control selected for a corrected reporter property

Use the comment control beside the voting arrows to explain the change to teammates.

Comment control for a reporter property value

Saved teammate comment on a reporter property value