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How to Bulk change/assign fundraisers

Len Gutman

Can anyone point me to some step-by-step instructions on how to bulk change/add fundraisers to constituents? Thanks.

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Faith Murray

For a bulk ADD, in database view,

Pull a query of all constituents you wish to add to one solicitor (let's say, Solicitor Bob)
Go to Admin - Bulk Add
Link to your query and select settings per the below image.

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For Bulk CHANGE, which can either add or delete a fundraiser relationship,

Pull a query of all constituents you want changed to Solicitor Bob
Go to Admin - Bulk Change
Open a Constituent Change
Go down to Assigned Solicitors
You have the option to add or delete Fundraiser Bob from these records. To do a replacement, you would first delete Fundraiser Sally and then add Fundraiser Bob through this method.

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Faith Murray

I forgot to add: at this time, I don't believe that bulk add/change of fundraisers is a feature in webview. This needs to be done in database view, by the DBM.

Len Gutman

Thanks. It worked great.

Faith Murray

Fantastic! Glad it helped. ?