Efficiently change the status on multiple constituents at once.
Guest
Aug 6, 2025
I was also trying to figure out how to bulk update the status of Constituents who haven't had any transactions or interactions with us in the past "X" years so they are "Inactive." I've created a report listing them, and I can add them to a Group, but there seems to be no way to easily update all their records to change their status to "Inactive." The only way to do this now is by exporting the list from a report, then adding the Account Status field to the spreadsheet, setting it to "Inactive," and then importing it back into Bloomerang.
It would be great to be able do this via the "Action" list when viewing a Group - or when running a report!
Plus one to this. Specifically, we have inconsistency in households using "and" or "&" in a household name, and would like a way to mass update. It seems like we should be able to filter households with "_and_" or "_&_" and replace one with the other, but is currently not an option.
I was also trying to figure out how to bulk update the status of Constituents who haven't had any transactions or interactions with us in the past "X" years so they are "Inactive." I've created a report listing them, and I can add them to a Group, but there seems to be no way to easily update all their records to change their status to "Inactive." The only way to do this now is by exporting the list from a report, then adding the Account Status field to the spreadsheet, setting it to "Inactive," and then importing it back into Bloomerang.
It would be great to be able do this via the "Action" list when viewing a Group - or when running a report!
Plus one to this. Specifically, we have inconsistency in households using "and" or "&" in a household name, and would like a way to mass update. It seems like we should be able to filter households with "_and_" or "_&_" and replace one with the other, but is currently not an option.