Edit Tagged Profiles

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pcu39332
Posts: 6
Joined: Tue Jan 08, 2019 11:41 am

Edit Tagged Profiles

Post by pcu39332 »

Is there a way to tag certain personal profiles and change the personal status code of all of of the tagged records at one time? Also interested in doing the same with the Family Mailing Category.

Thank you!

NeilZ
Posts: 9226
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA
Contact:

Re: Edit Tagged Profiles

Post by NeilZ »

pcu39332 wrote:Is there a way to tag certain personal profiles and change the personal status code of all of of the tagged records at one time? Also interested in doing the same with the Family Mailing Category.

Thank you!
Nope ..

FWIW .. if you are going to take the time to Tag them, it only takes a few more seconds to change their status codes and Mailing List code.
Neil Zampella

Using PC+ since 1999.

pcu39332
Posts: 6
Joined: Tue Jan 08, 2019 11:41 am

Re: Edit Tagged Profiles

Post by pcu39332 »

Thanks for the information. Actually, it is more tedious because you have to keep switching between screens and saving the changes, versus doing a 'quick tag' and updating them all at once. It would be a nice option for PC to add in the future.

NeilZ
Posts: 9226
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA
Contact:

Re: Edit Tagged Profiles

Post by NeilZ »

pcu39332 wrote:Thanks for the information. Actually, it is more tedious because you have to keep switching between screens and saving the changes, versus doing a 'quick tag' and updating them all at once. It would be a nice option for PC to add in the future.
Um .. if you choose the Maintain Personal Profiles function under Membership -> Personal Profiles, all you have to do is search for the name, and you can update without moving from that screen.
Neil Zampella

Using PC+ since 1999.

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