Batch Updates
What is a Batch Update from the Actions menu?A batch update allows you to update a group of records at one time, instead of updating each individual record. Batch updates are limited to a maximum of 500 records at a time on all grids except the Gifts grid, which does not have a limit. Batch updates are available from the A…1 min readBatch Update Records - ConstituentWhen selecting Batch Update Records from an Actions menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once (with the exception of the Gifts Grid, which will allow unlimited records to batch update.) Note that multi-s…2 min readBatch Update Records - GiftsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid all at once. Begin by filtering the grid for the constituents or records you would like to update and then select the Actions menu and click on Batch Updat…1 min readBatch Update Records - InteractionsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…2 min readBatch Update Records - DocumentsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…2 min readBatch Update Records - Time TrackingWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…1 min read