Bulk update to already assigned fundraisers

Tasha Mikoz

Hiya,

I'm wondering if there is a way to bulk update and add the Fundraiser Type to records that are currently blank on a consituents card, example below.

Example: Is there a way to to add “Secondary" to Rachael below, without having to do manually?

We have approx 2000 records that may need these added.

Thanks,

Austen Brown

@Tasha Mikoz - You can do this through a Constituent Solicitor Import. Check out the section called “To change/update specific solicitors” for more information on how to do this:

For more information on the fields required to complete this update through import refer to the Raiser's Edge Import Guide > Constituent Solicitor Fields section:

Tasha Mikoz

@Austen Brown thanks for this, very helpful!