Batch Updates - Grade and More
TouchPoint has tools for making updates to multiple records
at one time, using a Tag
or a Search Builder results
. We continually add new options, so I wanted to mention this in a blog post again.
Only your System Admin can run these batch processes and he must do this with fear and trembling! Maybe that is a bit extreme, but he must use extreme caution as there is no undo button and these batch updates immediately update fields (or perform other actions) on all the records in your Tag or Query.
Example: Updating the Grade field
Now that Promotion has ended for most churches you might be interested in updating Grades.
Remember, for Main Fellowship classes with a Grade on the organization, anyone enrolled in that org will automatically get that Grade put on their people record at the time they are enrolled or promoted. In these cases, you do not need to update the grades.
However, some churches have Main Fellowship classes that span multiple grades, or perhaps you may NOT have entered a Grade on the organizations prior to Promotion. In these cases you could use the batch process to add the Grade after the children have been promoted.
A few newer options for the batch process for Grade are Remove Grade , Custom Grade , Add 1 Grade Level . There are quite a few options for Grade, so you would want to read more about this.
The Grade field is only one of many fields that can be updated. Check out the entire list in the help article. The article also contains explanations for the various Grade options.
Read more...