Type in your suggestion - new feature or improvement idea

Batch update of contacts or members

As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:

1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.

2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA seems to handle this is by generating an error on reimport. I now have to download the error file to see what the error is (since of course I don't know what caused the error -- as a separate request, I'd really like it if these errors were shown live on the webpage), make the fix or export yet another file, make my changes all over again, and re-import -- hoping that no *further* changes were made so that I don't have to go through the process yet again!

As a side note, the advanced search feature is fantastic! If bulk changes could be incorporated into that, I'd be very, very happy.

35 votes
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)

    We’ll send you updates on this idea

    rmillsteinrmillstein shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    tlcorr03tlcorr03 shared a merged idea: Editable datasheet/table view of selected records  ·   · 
    strixacadicusstrixacadicus shared a merged idea: Mass update of fields with Wild Apricot  ·   · 
    Anonymous shared a merged idea: Take Action on Multiple Member Records at Once  ·   · 

    27 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...
      • tlcorr03tlcorr03 commented  ·   ·  Flag as inappropriate

        An editable table view would be awesome! For example, if I do a search for members to find a handful I want, then be able to see them (and edit) a table of the selected records. That would make it so much easier to make a small edit to each one of the records (like checking a checkbox that they are an incoming board member). This would be similar functionality to the dataset (is that the right term?) view in SharePoint.

      • Trenton ColbertTrenton Colbert commented  ·   ·  Flag as inappropriate

        Bulk change "lapsed" to "active" would help me after mistakenly archiving everyone and then have to go back and restore each one separately only to find that then all the memberships were lapsed. If I can bulk/batch archive, I want to be able to bulk/batch unarchive.

      • strixacadicusstrixacadicus commented  ·   ·  Flag as inappropriate

        The ability to update common fields for all contacts at one time. For example, when you add a new field and select it for default, all contacts should have that defaulted to their information.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I wish we could select and take action on multiple member records at once without having to key it on each individual record (i.e. manual renewals, suspensions, etc.)

      • Brandon LongleyBrandon Longley commented  ·   ·  Flag as inappropriate

        Bulk changes would be great, it would be nice to be able to make bulk membership approvals possible. So as to not do them individually.

      • Cathy DCathy D commented  ·   ·  Flag as inappropriate

        The ability to manage event registrations through bulk updates would be great - specifically recording offline (in person) payments for an event.

        Cathy

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Hi Nancy, a feature that's already included in version 5 is bulk-archiving current selection. So the big question is - can you run an advanced search of some kind that would you give you a list of all people to be archived? Sounds like this should be possible - then your work will be much simplified when we release 5.0

      • Nancy ScanlanNancy Scanlan commented  ·   ·  Flag as inappropriate

        I will be a little more specific about our request to bulk update membership levels.

        We have some (not many) student members. They have to pay a little bit, not much, and will usually continue as student members until they graduate.

        First year graduate membership is free, and we include all graduates from the 10 veterinary schools which work with us (by promoting holistic veterinary medicine in some way, such as having an acupuncturist on staff). So every year we add 800 new members who are first year graduates. About 2 request to be taken off the list, and the rest are happy to have a free membership.

        The following year they are second year graduates, which is a different membership level. Second year graduates pay half the full membership fee. About 750 do not want to pay for items they almost never use (such as a database of research on supplements and herbs), but about 50 or less want to stay on.It does not make sense to snail mail dues letter to 800 people.if only 50 or less wish to stay on as members.We delete them as we get time, but it is really, really slow. We KNOW that we do not want these 750 back.We transfer them in bulk to the archives, by exporting, changing the archived column, then importing. Since dues time is a very busy time it takes even longer than you would think to have enough staff time to eventually delete them.

      • Becky ParsonsBecky Parsons commented  ·   ·  Flag as inappropriate

        Here is an example of a need for a bulk change online:

        I want to archive, and perhaps delete, all contacts who have not opened an email since a specific date. There needs to be a search criteria to identify those contacts, and then a bulk archive - and perhaps a bulk delete - function for that search result.

        Today I submitted a Wishlist item to add these search features:

        “last email open date” with selection options of “on or before” and “on or after”, and

        “number of emails opened” with selection options of “greater than” and “less than”.

        But even when you add these search features, I will still be required to manually archive (and then manually delete) all those contacts. So, please add these search functions and also add the bulk change function.

        Those of us who have been on your software awhile need this clean-up ability.

        Thank you!

      • Becky ParsonsBecky Parsons commented  ·   ·  Flag as inappropriate

        Here is an example of a need for a bulk change online:

        I want to archive, and perhaps delete, all contacts who have not opened an email since a specific date. There needs to be a search criteria to identify those contacts, and then a bulk archive - and perhaps a bulk delete - function for that search result.

        Today I submitted a Wishlist item to add these search features:

        “last email open date” with selection options of “on or before” and “on or after”, and

        “number of emails opened” with selection options of “greater than” and “less than”.

        But even when you add these search features, I will still be required to manually archive (and then manually delete) all those contacts. So, please add these search functions and also add the bulk change function.

        Those of us who have been on your software awhile need this clean-up ability.

        Thank you!

      • Nancy ScanlanNancy Scanlan commented  ·   ·  Flag as inappropriate

        Bulk deleting of contacts will be very useful for us also.

        Would also like to be able to do a bulk change of membership level: we have different levels (with different membership fees) for student, first year, second year, and member. After their first year, they (obviously) become a second year member, and that is how their renewal notice goes out, but students can be students for years so we can't force them to upgrade. In the past a few students have taken advantage and been "student" members for a few years until we have spotted them.

      • GordonGordon commented  ·   ·  Flag as inappropriate

        I usually export to Excel to make my bulk changes then import. That would also work for batches of new members.

      • jsevillejseville commented  ·   ·  Flag as inappropriate

        I would give my left pinky for some batch processing capabilities....I've got 32 new requests for memberships and having to do it one by one is crazy. or some self enrollment would be cool tool where they verify their own email and I could go back in and confirm they were real by the answers they left etc.

        I'd rather to be able to change the membership level and approve membership applications for when things get lumpy.

      • jsevillejseville commented  ·   ·  Flag as inappropriate

        I would give my left pinky for some batch processing capabilities....I've got 32 new requests for memberships and have to do it one by one is crazy. or some self enrollment would be cool too and I could go back in and confirm they were real by the answers they left etc.

        I'll post my concerns in an independent thread as I did not find one when I searched.

      ← Previous 1

      Feedback and Knowledge Base

      Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7