NEW FEATURE REQUEST

Bulk Update

Showing 24 of 868

Bulk update relationships for multiple constituents

I would like to be able to update existing relationships for many constituents at once by setting filter criteria for one or both constituents in the relationships. Example: update all Father-Son relationships to Parent-Child.
about 1 month ago in Bulk Update 0 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
8 months ago in Bulk Update 0 Not Prioritized

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
9 months ago in Bulk Update 0 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
9 months ago in Bulk Update / Relationship & Households 4 Not Prioritized

Bulk update address type

It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
11 months ago in Bulk Update 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
about 1 year ago in Bulk Update / Custom Data 0 Not Prioritized

Bulk update existing transactions to membership schedules and membership dues payments

Bulk update existing transactions to membership schedules and membership dues payments
about 1 year ago in Bulk Update 0 Not Prioritized

Bulk update converting donations to pledge payments

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments
over 1 year ago in Bulk Update 0 Not Prioritized

Bulk update adding soft credits to transactions

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...
over 1 year ago in Bulk Update 0 Not Prioritized

Bulk update interaction custom fields

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
over 1 year ago in Bulk Update 0 Not Prioritized