Is it possible to Globally Change specific Opportunities?

El Horsfall

I found the fields I need in Global Change under Constituent > Proposal, but I don't see an option to select a specific list of opportunities/records to apply the update to. It will only allow me to select “All Proposals." Am I missing something?

James Andrews

No, you're not missing anything. RE doesn't consider proposals a top level record like Constituent, Gift, Action, etc., so you can't query for or change specific proposals in that way. You'll need to query for constituents who have the proposals you need to change, then export all of their proposals. In an external app like excel or access, pull just the proposals you want to make changes to and import the changes back in.