NEW FEATURE REQUEST

Bulk Update

Showing 23
246 VOTE

Bulk update custom fields on constituents

Efficiently change a custom field value on multiple constituents at once.
almost 3 years ago in Bulk Update 9 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
7 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
almost 3 years ago in Bulk Update / Transactions 8 Not Prioritized

Bulk update the acknowledgement status on transactions

Efficiently change the acknowledgement status on multiple transactions at once.
over 2 years ago in Bulk Update 2 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

Bulk update constituent status

Efficiently change the status on multiple constituents at once.
over 2 years ago in Bulk Update 1 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
over 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
6 months 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 ...
about 1 year ago in Bulk Update 0 Not Prioritized

Bulk update interactions

Nice that you have added some volunteer support, but now some of our custom fields are effectively superfluous and we'd like to update old interactions to use the new values (for consistency in reporting going forward) as the new standard Voluntee...
about 2 years ago in Bulk Update 0 Not Prioritized