Mass Update

Mass Update (available via the Clipboard) provides a facility for users with appropriate security to add, modify and delete multiple rows of data by selecting the rows, identifying what to do with those rows and executing the work involved. A utility captures the information the system needs to perform the work, then creates a DataLoader batch for immediate or deferred processing via Advance.

 

The primary benefit of Mass Update is that it allows you to perform an action without repeated manual data entry, which decreases the likelihood of entry errors and saves time. The update is initiated from data copied to the appropriate Biographic or Prospect Tracking clipboard for the records you wish to change. These records are identified using Lookups combined with the appropriate Lookup Results List. For example, if a staff member leaves your institution or organization, you can use Lookups to identify the prospects assigned to the former staff member, copy the results list to the clipboard, then use Mass Update to change their assigned prospects to a new staff member.

 

 

Note: By default, users will have the same security rights in Mass Update as they do in the corresponding forms for the rights group, e.g., if the group can add Interests, the user can add Interests in Mass Update.

 

 

The following clipboards may be used for Mass Update:

 

Clipboard

Mass Add

Mass Modify

Mass Delete

Allocation

No

Yes

Yes

Allocation Assignments

Yes

Yes

Yes

Allocation Beneficiaries

Yes

Yes

Yes

Allocation Financials

Yes

Yes

Yes

Allocation Notes

Yes

Yes

Yes

Allocation Tasks

Yes

Yes

Yes

Entity

Yes

Yes

Yes

Bio – Activities

Yes

Yes

Yes

Bio – Adm Vol Act

Yes

Yes

Yes

Bio – Affiliations

Yes

Yes

Yes

Bio - Appeal

Yes

Yes

Yes

Bio – Awards/Honors

Yes

Yes

Yes

Bio – Bank Cards

Yes

Yes

Yes

Bio - Bio Detail

Yes

Yes

Yes

Bio – Comments

Yes

Yes

Yes

Bio – Comm Particip

Yes

Yes

Yes

Bio – Degree

Yes

Yes

Yes

Bio - Employment

Yes

Yes

Yes

Bio – Frmr Spouses

Yes

Yes

Yes

Bio – Interests

Yes

Yes

Yes

Bio – Mail Control

No

Yes

No

Bio – Mailing Lists

Yes

Yes

Yes

Bio - Org Contact

Yes

Yes

Yes

Bio – Matching Policy

No

Yes

No

Bio – Publication

Yes

Yes

Yes

Bio – Record Types

Yes

Yes

Yes

Bio – Salutations

Yes

Yes

Yes

Bio - Segments

Yes

No

No

Bio - Spec Handling

Yes

Yes

Yes

Bio – Sports

Yes

Yes

Yes

Bio – Stu Activities

Yes

Yes

Yes

Bio - Volunteer Activities

Yes

Yes

Yes

Gift Acknowledgments

Yes

Yes

Yes

Gift - Gift Clubs

Yes

Yes

Yes

Matching Gift Acknowledgment

Yes

Yes

Yes

Pledge Acknowledgment

Yes

Yes

Yes

Prospect Tracking - Contract/Grant

Yes

Yes

Yes

Contract/Grant Assignment

Yes

Yes

Yes

Contract/Grant Note

Yes

Yes

Yes

Contract/Grant Task

Yes

Yes

Yes

Prospect Tracking - Cnt/Grant Assignment

Yes

Yes

Yes

Prospect Tracking - Cnt/Grant Note

Yes

Yes

Yes

Prospect Tracking - Cnt/Grant Task

Yes

Yes

Yes

Prospect Tracking - Demographic Profile

Yes

Yes

Yes

Prospect Tracking - Entity Assignment

Yes

Yes

Yes

Prospect Tracking - Entity Contact Person

Yes

Yes

Yes

Prospect Tracking - Entity Contact Report

Yes

Yes

Yes

Prospect Tracking - Entity Evaluation

Yes

Yes

Yes

Prospect Tracking - Entity Interests

Yes

Yes

Yes

Prospect Tracking - Entity Notes

Yes

Yes

Yes

Prospect Tracking - Entity Tasks

Yes

Yes

Yes

Prospect Tracking - Philanthropic Affinity

Yes

Yes

Yes

Prospect Tracking - Philanthropic Interest

Yes

Yes

Yes

Prospect Tracking - Program Assignments

Yes

Yes

Yes

Prospect Tracking - Program Contact Report

Yes

Yes

Yes

Prospect Tracking - Program Evaluations

Yes

Yes

Yes

Prospect Tracking - Program Notes

Yes

Yes

Yes

Prospect Tracking - Program Proposals

Yes

Yes

Yes

Prospect Tracking - Program Prospect

Yes

Yes

Yes

Prospect Tracking - Program Prospect Interests

Yes

Yes

Yes

Prospect Tracking - Program Tasks

Yes

Yes

Yes

Prospect Tracking - Proposal Assignments

Yes

Yes

Yes

Prospect Tracking - Proposal Contact Reports

Yes

Yes

Yes

Prospect Tracking - Proposal Notes

Yes

Yes

Yes

Prospect Tracking - Proposal Purpose

Yes

Yes

Yes

Prospect Tracking - Proposal Tasks

Yes

Yes

Yes

Prospect Tracking - Proposals

Yes

Yes

Yes

Prospect Tracking - Prospect Assignments

Yes

Yes

Yes

Prospect Tracking - Prospect Contact Reports

Yes

Yes

Yes

Prospect Tracking - Prospect Evaluations

Yes

Yes

Yes

Prospect Tracking - Prospect Interests

Yes

Yes

Yes

Prospect Tracking - Prospect Notes

Yes

Yes

Yes

Prospect Tracking - Prospect Tasks

Yes

Yes

Yes

Prospect Tracking - Prospects

Yes

Yes

Yes

Prospect Tracking - Wealth/Assets

Yes

Yes

Yes

Committee Assignments

Yes

Yes

Yes

Committee Headers (add attributes only)

No

No

No

Committee Notes

Yes

Yes

Yes

Committee Owner

Yes

Yes

Yes

Committee Role

Yes

Yes

Yes

Committee Tasks

Yes

Yes

Yes