3.0 Functions


CivicRec
®

Bulk Flag Edit

 This module makes it quick and easy to add Account Flags to groups of users, sectioned by Activity.

Instructions

  1. Navigate to Functions > Bulk Flag Edit
    2.png
  2. Here you will see a listing of all the Categories your organization has in place. For this example, we will be working with memberships.
    4.png
  3. You can use the little arrow to the left to open up the category, so you can narrow down the Activities and enrolled users you see.
  4. Once you've selected the Activity you want to work in, you will see a full listing of the enrolled users in that activity.
    3.png
  5. If a box is checked by the user's name already, it is indicating that they already have the flag, which is named at the top of the same column.
  6. From here, simply select or de-select the flags that need applying, and click Save at the bottom!
    1.png
  7. Now you are all set!
?



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow