Global Changes and Importing to make updates to a mass number of records

We regularly use global changes and importing in database view to do mass updates. It is frustrating that we do not have this function in web view to update gifts (e.g. change receipt series/stack) or constituent records (e.g. import updates to solicitor relationships). This is another area that is creating barriers to using web view as someone who manages database updates, hygiene and other administrative tasks.

  • Sarah Martin
  • Oct 6 2022
  • Attach files