Mass Updates

From Management, use Mass Updates to add or update the same information to accounts in bulk. On the Mass Updates page, two groups of Mass Updates appear for Update Existing Items and Create New Items.

Use the types under Update Existing Items to update data in fields for existing accounts, personas, transactions, notes, contacts, journal entries, and write off pledges. For example, you can add assign or remove a mailing status from a query of accounts.

Use the types under Create New Items to add new items to your database for relationships, notes, contacts, pledge payments, and gifts in recurring schedules For example, you can add multiple relationships for a single account.