Adding action to multiple constituents

Julie Oseguera

I am trying to add the same action item and notes to 500+ constituents. How can I do this in NXT web view?

Crystal Bruce

Hi @Julie Oseguera you posted this in Blackbaud CRM Developer discussions. I'm going to move this over to the Raiser's Edge NXT community for answers. Thanks!

Faith Murray

Global Adds are not currently available in webview. Like the other Admin tasks, like Import, they are slotted to be added in the future. But for the time being, they still only exist in database view.

Depending on the type of Action, you could create a workaround by constructing a constituent List and then using that List to apply a workflow to the entire group of constituents. However, I think this only works for future actions, and not for past ones.

Rachel Cavalier

RedArc has a free one to many app that I feel like could do this for you - https://redarc.systems/one-to-many/

Rachel Cavalier

Although saying that, the one to many app might only be able to do 50 at a time

Austen Brown

If you're interested in automation or currently working within Power Automate, you can do this through the APIs.