NEW FEATURE REQUEST

Data Tools

Showing 79

Import pledges

Create a list of pledges from an external file.
almost 3 years ago in Import 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.
about 1 year ago in Bulk Update 0 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

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
almost 3 years ago in Import / Relationship & Households 0 Not Prioritized

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
over 1 year ago in Import 3 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
about 1 year ago in Import 0 Not Prioritized

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
over 1 year ago in Bulk Delete 3 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
5 months 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

Show a potential duplicate match even if only the phone numbers match

If two constituents have identical phone numbers but their names are spelled differently, show them as potential matches in the duplicate report.
about 2 years ago in Merge Duplicates 0 Not Prioritized