How to Bulk Edit
Bulk edit lets you change multiple records at once. It's a really handy tool and can be used in many lists in sumac.
Let's use the contact list for this example. We'll standardize the way State are stored. In the example, some people used NV others used Nevada.
To find all contacts with Nevada listed as their state:
- Do a field search for resident state equals Nevada
- Select the contacts.
- Click bulk edit and click OK to confirm.
Choose other fields. This will open a new window that asks you what should be changed.
With Bulk Edit, you can set each field to a new value, clear the values currently in the field, or replace the value for all the selected contacts
Enter the new state as NV and Click OK.
Sumac will show you all the values that are to be changed. Click OK to confirm.
Click Yes to proceed and sumac changes all the contact records as specified.
You can see that now those contacts have NV listed as their state.
You may also find bulk editing handy in the communications list, donations list and more.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
How to send Bulk Email
Your Sumac Administrator must configure the Sumac office record to send bulk email. In this example, we'll send out an e-newsletter. Open Contacts from the Console and find the contacts who want to receive your newsletter. This is usually recorded as ...How does sending bulk emails in Sumac work? How do I set it up?
When Sumac sends bulk emails, it is essentially running a mail merge to personalize the emails as it sends them out. As such, you need a template that makes up the body of the email you're sending. Sumac combines the template with the data from your ...How to edit an existing pledge
On occasion, you may need to edit an existing pledge record. For example, perhaps one of your monthly donors contacts you with new credit card details to use for their monthly pledge. In this situation, you can edit their existing pledge record to ...How to edit or remove existing users
Users are people who can log in to use your Sumac database. This article describes: What types of users you can have in Sumac How to create a new user, or edit an existing one, and How to remove a user's access to your database. If you are looking ...Sending emails and receiving notifications with Sumac
There are a few types of emails that Sumac can send: Sumac can send email notifications to you and other members of your team about activities that happen in your database, You can launch a one-off email from you to a single contact in your Sumac ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.