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Bulk operations on contacts and members [2811]
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  •  06-07-2010, 10:14 AM 18521 in reply to 22860

    • Denys is not online. Last active: 03-27-2012, 1:38 PM Denys
    • Top 10 Contributor
    • Joined about 4 years ago
    • Toronto
    • Posts 1,457
    • WA staff

    Re: Delete large group of contacts

    Member will get a message saying that an email is already in use asking and contact site administrator.


    Denys Zlobin
    Helpful Apricot
    http://www.wildapricot.com

  •  08-31-2010, 10:37 PM 19454 in reply to 11179

    Re: Ability to make bulk changes online

    Chief --  This is another reason wny we need a member database backup function..
    -michellebw
  •  06-17-2011, 3:00 PM 22860 in reply to 19454

    Re: Ability to make bulk changes online

    Sorry for late reply - we still have no progress here. This requests is quite high in our queue but I cannot promise that we are going to release anything here in 2011. 
    Evgeny
    Product Design Team
  •  11-24-2011, 11:25 AM 24219 in reply to 22860

    Re: Ability to make bulk changes online

    We decided to focus initially on batch deleting of contacts/members - this part has been already designed and now being estimated. There are chances this is going to be a part of our 4.4 release (2012 Q1)
    Evgeny
    Product Design Team
  •  12-22-2011, 2:02 PM 24464 in reply to 24219

    • AHVMA is not online. Last active: 05-11-2012, 2:11 PM AHVMA
    • Top 75 Contributor
    • Joined about 5 months ago
    • California
    • Posts 32

    Re: Ability to make bulk changes online

    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.


    Nancy Scanlan, DVM, CVA, MSFP
    Executive Director, AHVMA
  •  12-30-2011, 8:44 PM 24518 in reply to 24464

    Re: Ability to make bulk changes online

    Usable way of bulk archive and delete of contacts is going to be part of very next release 4.4. But even now you can use export/import to batch archive contacts and then batch delete all archived contacts from Account Details page. 
    Evgeny
    Product Design Team
  •  12-30-2011, 10:10 PM 24523 in reply to 24518

    • AHVMA is not online. Last active: 05-11-2012, 2:11 PM AHVMA
    • Top 75 Contributor
    • Joined about 5 months ago
    • California
    • Posts 32

    Re: Ability to make bulk changes online

    I have used export/import to bulk archive members. But there are some who are archived that we do not want to delete, so can't use this method to bulk delete them. So it will be nice to have the ability to do so online.

    Nancy Scanlan, DVM, CVA, MSFP
    Executive Director, AHVMA
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