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!
Edit Tagged Profiles
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Re: Edit Tagged Profiles
Nope ..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!
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.
Using PC+ since 1999.
Re: Edit Tagged Profiles
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
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.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.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.