How to add multiple users of certain type to Group
we have around 4000 members of various types. We want to add them to the certain group(s). How to add multiple members of various types to selected group.
FYI - I do know on group page you have button call Manage Participants but it gives me the list of all of my 4000 members and I can't go through each of them to add to that group.
When I do advance search and get my list of members - I want to add them to the group.
Wild Apricot ticket # 76023
I agree editing records in bulk is a nice feature to have. Due to our limited resources we have to prioritize this with all the other hundred of requests we have at any given time, so there is no timeline when exactly we will be able to add this feature. In the meantime we would appreciate it if you could add this request in our wishlist forum so we can gauge the need
Thanks Walt, this is exactly the workaround I wanted to share, but you were first. Thank you for watching by back!
Walt Bilofsky commented
You may want to vote for this item:
In the meantime I think you can do this by exporting the results of the advanced search in Excel, putting in the group membership desired, and re-importing the records. It's clumsy but easier than going through 4000 names.
You may be able to compute all your group assignments in one Excel export of your full membership rather than using advanced search.
Before re-importing, it might be safer to delete all the columns except for the User ID and the Group participation column.