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How do I make mass changes within the system?
How do I make mass changes within the system?

Describes how to make mass change options within One Church.

Updated over 4 months ago

Users will need Reporting and People Mass Change permissions to complete this function.

You can perform a mass change to many different aspects within the system using the People Query Builder.

Building a query

First, go to Reporting > Query Builder, within the left-hand navigation menu, which retrieves all individuals you would like to perform a mass change to. Within the Query Builder: People, apply the appropriate filters, scroll down and select "View Results," go to the "Actions" dropdown and select "Mass Change."

The Perform Mass Change pop up will appear:

Option One

Your first option is to update a profile field. (See screenshot below.) This includes many fields on a person profile, such as title and campus attended, as well as custom fields.

General (may vary)
-Title
-Gender
-Campus Attended
-Occupation
-Ethnicity
-Race
-Language
-Marital Status
-Custom Fields

Family
-Position

Additional (may vary)
-Record Type
-Joined how?
-Custom Fields

Important Dates (may vary)
-Salvation
-First Time Guest
-Baptized On
-Joined On

Option Two

This includes performing an action on a profile, which is part of the dropdown menu.

Profile Actions
-Add Note
-Add Safeguard
-Add Connection
-Update Privacy Settings

Status
-Unarchive Profile
-Archive Profile

Rosters
-Add to group
-Drop from Groups

Security
-Grant Access
-Revoke Access
-Edit Permissions

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