Overview

 

Batch or bulk processing is the ability to process multiple (1 - to any number) records at once without tediously having to go through each record one by one.

Easily apply a single set of adjustments (e.g. status or flag update) to a group of records and carry on with other jobs.

 

Bulk processing is available on these record types:

contacts - person and organisation records

bursaries

projects

finance - pledge and payment records

 

The steps are the same for all the record types:

hmtoggle_arrow1Select the record type to work with on the Main menu

hmtoggle_arrow1Select the group of records.

hmtoggle_arrow1Choose the update action.

hmtoggle_arrow1Setup and do the bulk action..

hmtoggle_arrow1Bulk action in progress and confirmed

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