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.
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