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


You have the ability preform a "Mass Change" to many different things within the system using the People Query Builder. This article breaks down each available option and walks you through the steps of how to perform a "Mass Change".


Build a Query
First Navigate to Reporting > and Build a People Query that retrieves all individuals you would like to perform a mass change to.

Reporting > People > Actions Dropdown > Mass Change

The Perform Mass Change pop up will appear:


Option One
Your first option is to update a profile field. (See screenshot) This includes many fields on a person profile, General, Title, including custom fields.

General (may very)
-Title
-Gender
-Campus Attended
-Occupation
-Ethnicity
-Race
-Language
-Marital Status
-Other Custom fields you've added

Family
-Position

Additional (may very)
-Record Type
-Joined how?
-Other Custom fields you've added

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


Option Two
Preform Action on profile dropdown >

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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