[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:

  1. Individual,
  2. Organization, or
  3. Household

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 Sourceplease 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

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