[Donor Management System] Modifying Multiple Contacts at Once
This article covers modifying multiple Contacts at once. You can also modify a single Contact.
First Steps to Modify Multiple Contacts
1. Go to the Contacts Tab
2. Select either:
- (1) The specific Contacts you wish to modify,
- (2) Every listed Contact on the page, or
- (3) All Contacts in your search criteria
Note: in order to modify multiple Contacts at once, you can only select Contacts with the same Contact Type.
3. Select the Actions menu at the upper-left side of the Contact list
4. Either type “update” in the Actions search bar or scroll the list to find the Update multiple contacts option
5. On the next page, you will need to indicate which information you would like to modify based on your selected Contact Type:
Selecting Individual Contacts
6. Under Select Profile, you will a see a drop-down list where each option corresponds to specific Contact fields you would like to modify or update
Important: in order to successfully modify or update your selected Contacts, only select the following options and ignore the rest.
Honoree Individual
- Individual Prefix
- First Name
- Last Name
- Email Address
Name and Address
- First Name
- Last Name
- Street Address (Home)
- City (Home)
- Postal Code (Home)
- Country (Home)
- State (Home)
Primary and Supplementary Emails
- Email (Primary)
- Email (Home)
- Email (Work)
- Email (Other)
- Email (Billing)
- Do Not Email
Primary Contact Details
- Contact ID: please leave this blank
- Street Address (Primary)
- City (Primary)
- Province (Primary)
- Postal Code (Primary)
- Country (Primary)
- Phone-Home (Primary)
- Email (Primary)
- Postal Greeting
Summary Overlay
- Home Phone
- Home Mobile
- Primary Address
- City
- State
- Postal Code
- Primary Email
- Gender
- Date of Birth
- Contact Source: please leave this blank
Selecting Organization Contacts
6. Under Select Profile, you will a see a drop-down list where each option corresponds to specific Contact fields you would like to modify or update
Important: in order to successfully modify or update your selected Contacts, only select the following options and ignore the rest.
New Organization
- Organization Name
- Email Address
- Required for Receipt: please leave this blank
- Street Address
- Street Address Line 2
- City
- Postal Code
- Province
- Country
On Behalf of Organization
- Organization Name
- Phone (Main)
- Email (Main)
- Street Address
- City
- Postal Code
- Country
- State/Province
Primary and Supplementary Emails
- Email (Primary)
- Email (Home)
- Email (Work)
- Email (Other)
- Email (Billing)
- Do Not Email
Primary Contact Details
- Contact ID: please leave this blank
- Street Address (Primary)
- City (Primary)
- Province (Primary)
- Postal Code (Primary)
- Country (Primary)
- Phone-Home (Primary)
- Email (Primary)
- Postal Greeting
Selecting Household Contacts
6. Under Select Profile, you will a see a drop-down list where each option corresponds to specific Contact fields you would like to modify or update
Important: in order to successfully modify or update your selected Contacts, only select the following options and ignore the rest.
New Household
- Household Name
- Email Address
- Required for Receipt: please leave this blank
- Street Address
- Street Address Line 2
- City
- Postal Code
- Province
- Country
Primary and Supplementary Emails
- Email (Primary)
- Email (Home)
- Email (Work)
- Email (Other)
- Email (Billing)
- Do Not Email
Primary Contact Details
- Contact ID: please leave this blank
- Street Address (Primary)
- City (Primary)
- Province (Primary)
- Postal Code (Primary)
- Country (Primary)
- Phone-Home (Primary)
- Email (Primary)
- Postal Greeting
Updating your Select Contacts
7. After selecting your desired option for either Individual, Organization or Household Contacts, select Continue
8. You will be directed to the Update Page where you can modify or update the Contacts’ fields
Note: next to each column’s name you will see a “two pieces of paper” symbol. When pressing on it, you will copy the value of the first row (1) to all subsequent rows (2) on the same column
9. When ready, select Update Contacts on the bottom left
10. Select Done to go back to the Contacts Tab