Bulk operations on contacts and members [2811]

Last post 02-25-2010, 8:28 AM by iant. 10 replies.
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  •  12-18-2008, 1:29 PM 10653

    • Gordon is not online. Last active: 03-09-2010, 6:37 PM Gordon
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    Bulk operations on contacts and members [2811]

    I have recently shifted my membership from from a Bundled level to an Individual level.  I have no members left in the bundled level and I'd like to delete the level but cannot do so - I think because there are some old lapsed members from the bundled level in the archive.  I'd love to be able to set the Archive column to "delete" and re-import and have them go away.

     Also, I need to send a blast email to 2,500 non-members to notify them of an upcoming event.  I would love to be able to import the list, send them a blast email and then delete them.  But without a delete tool I have to :

    Export the archive to my computer for safe keeping.
    Import the Blast Email list
    Send the Blast Email
    Re-import the blast email list with archive set to "yes"
    delete the archive
    Re-import the archive from my home computer. 

    Any way to delete more that one record at a time would be appreciated.

  •  12-01-2009, 9:12 AM 15406 in reply to 10653

    Re: Ability to bulk-delete members

    Anyone else needs this? Please comment here.

    Dmitry Buterin, Chief Apricot
  •  12-01-2009, 6:37 PM 15425 in reply to 15406

    • Gordon is not online. Last active: 03-09-2010, 6:37 PM Gordon
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    Re: Ability to bulk-delete members

    I would still like to see it!

     Gordon

  •  01-15-2010, 2:25 PM 16193 in reply to 15425

    Edit Multiple Contacts at Once

    It would be really, really nice to be able to do the same thing to multiple contacts. For example, deleting/archiving multiple contacts, changing renewal dates, adding group participation, etc. It's actually quite silly we can't do this already. Anytime I have to change a lot of people's information, I have to repeat the task 50-100+ times because I have to do it individually.
  •  01-15-2010, 2:37 PM 16197 in reply to 15425

    Re: Edit Multiple Contacts at Once

    We had a request about bulk-delete members - see http://www.wildapricot.com/forums/thread/10653.aspx. I will merge your post into that thread as it makes more sense from a broader perspective.

    You have listed the following possible bulk operations:

    - deleting contacts

    - archiving contacts

    - changing renewal dates

    - changing group participation

    I would appreciate ideas from others as well. 

    BTW, for now one way to do this is via export/import (except for deleting)

     


    Dmitry Buterin, Chief Apricot
  •  01-15-2010, 4:57 PM 16199 in reply to 16197

    Re: Edit Multiple Contacts at Once

    Other ideas:

    - Bulk change of membership level

    - Bulk change of e-mail subscriptions

     

  •  02-01-2010, 9:47 PM 16543 in reply to 16545

    Re: membership activation process

    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.

  •  02-01-2010, 9:54 PM 16544 in reply to 16199

    Re: Edit Multiple Contacts at Once

    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.


  •  02-01-2010, 10:24 PM 16545 in reply to 16544

    • Gordon is not online. Last active: 03-09-2010, 6:37 PM Gordon
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    • Posts 144

    Re: Edit Multiple Contacts at Once

    I usually export to Excel to make my bulk changes then import.   That would also work for batches of new members.
  •  02-11-2010, 10:10 PM 16864 in reply to 10653

    Re: Bulk operations on contacts and members

    I would love to bulk edit members. The biggest things I'd want to do:

     Delete/Archive

    Approve Membership

    Approve Payment

    Change group participation

  •  02-25-2010, 8:28 AM 17090 in reply to 16864

    • iant is not online. Last active: Tue, Mar 09 2010, 2:57 PM iant
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    Re: Bulk operations on contacts and members

    We would also very much like to be able to perform bulk operations such as delete

    Regards,
    Ian Tilley
    worthing and adur chamber of commerce

     

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