NEW FEATURE REQUEST

Bulk Update

Showing 23

Bulk update constituents to be head of household

Bulk update constituents to be head of household
10 days ago in Bulk Update 0 Not Prioritized
220 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.
about 1 month ago in Bulk Update / Relationship & Households 1 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 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...
about 1 month 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.
9 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 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 ...
8 months ago in Bulk Update 0 Not Prioritized

Bulk update constituent status

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