Making Bulk Changes


Making Bulk Changes

Of course you probably don't make any mistakes, but ... for those few people that do we've included a bulk change feature.

  • If you have put 100 donors in the Golf group and they should have been in the Dinner group you can change them all at once.
  • Bulk change is also helpful when you have not made mistakes, such as if you want to enroll people in a group based on their matching some criteria, or setting the Area for people who live in certain zip codes.
  • If you want to take all the people in the Golf group and change their renewal date, you can do that, too.
  • The uses for bulk change are only limited by your imagination!