NEW FEATURE REQUEST

Bulk Update

Showing 23
230 VOTE

Bulk update custom fields on constituents

Efficiently change a custom field value on multiple constituents at once.
over 2 years ago in Bulk Update 8 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
4 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.
over 2 years ago in Bulk Update / Transactions 6 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
2 months 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.
12 months ago in Bulk Update 0 Not Prioritized

Bulk update the acknowledgement status on transactions

Efficiently change the acknowledgement status on multiple transactions at once.
about 2 years 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 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 ...
11 months ago in Bulk Update 0 Not Prioritized

Bulk update interaction purposes

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.
12 months 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.
about 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized