Globally Dropping Prospects

Staci Strauss

Hi Everyone! Does anyone have a practice in place on how to drop folks from Fundraisers portfolios? I was hoping there was a way to drop or add folks of high quantity globally since manually would be inefficient.

Karen Diener

@Staci Strauss
When you say “drop from a portfolio”, what tasks do you need to complete?

I assume at least one is to update the solicitor assignment, in which case you can read through this knowledgebase solution. You'll probably end up needing to use import instead of global change, but it depends on how you track your solicitors.

Karen

Staci Strauss

@Karen Diener Hi Karen. I have people I need to remove from portfolios. Sometimes there could be multiple drops from portfolios at a time. I am looking to see if there is an easier way to remove multiple folk's verses doing it manually one at a time in web-view.

Karen Diener

@Staci Strauss thanks for clarifying - that's what I thought but wanted to be sure.

Import is the best option. Importing can be used to change data as well as add data, but you would be using it to make a change.

The Global Change functionality wouldn't work because you cannot hone in on the specific solicitor relationship that needs to be updated. So if a constituent has two solicitors and you only want to unassign one, import is the only way to do that.

This is, of course, assuming that you always want to preserve the solicitor relationship and not delete it. I highly recommend preserving the solicitor history though.

Karen