When selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid all at once.
Begin by filtering the grid for the constituents or records you would like to update and then select the Actions menu and click on Batch Update Records.
Available only from the Transactions Grid, you can elect to batch update groups of transactions. For the records shown on the grid, you can update the:
- Gift Date
- Deposit Date
- Acknowledgment status, How and Date
- For, Fund, Event or Appeal
- Payment Type
- Location
- Site/Chapter (if activated for your organization)
- Source and Source Name for the transaction
- Fundraising Goal Category
- Transaction Category - in this case the transaction can be added to or removed from a gift category by checking the box
Click Update to save the changes to all the records shown on the grid.
