NEW FEATURE REQUEST

Data Tools

Showing 10
174 VOTE

Create a household from a pair of potential duplicates

When you realize that two constituents suggested as matches in the duplicate report are actually separate people in a household together, resolve the duplicates by householding them rather than merging.
over 2 years ago in Merge Duplicates / Relationship & Households 1 Released
125 VOTE

Mass delete constituents

Efficiently delete a list or group of constituents, rather than deleting each constituent individually.
almost 3 years ago in Bulk Delete 3 Released

Mass delete tasks

Efficiently resolve multiple tasks, rather than resolving each task individually. Resolving a task might mean deleting, completing, or archiving it - this idea is specifically for deleting. If you'd prefer to archive or complete tasks in bulk, ple...
over 2 years ago in Bulk Delete 1 Released

Mass delete transactions

Efficiently delete a list of transactions, rather than deleting each transaction individually.
over 2 years ago in Bulk Delete 1 Released

Mass delete interactions

Efficiently delete a list of timeline interactions, rather than deleting each interaction individually.
over 2 years ago in Bulk Delete 0 Released

Bulk Update Funds, Campaigns, and Appeals on Transactions

Bulk update the funds, campaigns, and appeals for transactions in order to make your data clean up easier. If you have feedback about how to make the new mass update tool better, please use the "New Feature Request" button.
almost 3 years ago in Bulk Update 2 Released

Resolve multiple duplicate matches at once

Efficiently merge multiple pairs of suggested duplicate constituents, rather than merging each pair separately.
over 2 years ago in Merge Duplicates 0 Released

Mass delete notes

Efficiently delete a list of timeline notes, rather than deleting each note individually.
over 2 years ago in Bulk Delete 0 Released

Option to resolve all the selected pairs by marking that they are not duplicates

Way to quickly say that multiple potential duplicates are different people.
almost 2 years ago in Merge Duplicates 0 Released

Add a Select All feature for an entire page of results in the duplicate list

A way to quickly select all ten duplicate constituents on a page at once.
almost 2 years ago in Merge Duplicates 0 Released