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Edit Tagged Profiles

Posted: Sun Feb 24, 2019 5:16 pm
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!

Re: Edit Tagged Profiles

Posted: Mon Feb 25, 2019 12:11 am
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.

Re: Edit Tagged Profiles

Posted: Tue Feb 26, 2019 9:21 am
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.

Re: Edit Tagged Profiles

Posted: Tue Feb 26, 2019 11:30 am
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.