Using batch actions to perform bulk updates to data

It's sometimes the case that a user wants to 'bulk change' a selection of records, or even all records. "Batch actions" is a feature that enables users to do just that. Each module in ChurchSuite has it's own 'batch action' functionality, with more batch actions planned for the future. Let's look at the batch actions available in each ChurchSuite module...

Address Book

Within the Address Book module on the "Contacts list", selecting one or more contacts will reveal the "Actions" menu, allowing the user to perform batch actions on the selected contacts. Batch actions include: Send email, Send SMS, Add to flow, Add to [small] group, Add to key date, Add to tag, Archive and Delete.

With a Flow, users can select to batch process or batch remove from flow.

Children module

Within the Children module on the "Children list", selecting one or more children will reveal the "Actions" menu, allowing the user to perform batch actions on the selected children. Batch actions include: Send email, Send SMS, Add to key date, Add to tag, Archive and Delete.

Calendar module

Within the Calendar module on the "Events list", selecting one or more events will reveal the "Actions" menu, allowing the user to perform batch actions on the selected events. Batch actions include: Edit  and Delete.

Selecting "Edit" provides options to perform batch edit actions to edit the event category, event site, event sign-up settings, and the event visibility settings. Ticking a checkbox will expand the edit options available for that item. Users must confirm before clicking "Edit" to process the batch update.

Small Groups module

Within the Small Groups module on the "Groups list", selecting one or more groups will reveal the "Actions" menu, allowing the user to perform batch actions on the selected groups. Batch actions include: Delete [group].

There are also batch actions available on the Group Members list for each of your small groups, making it easy to bulk-delete members from a group.

Rotas module

Within the Rotas module on the "Rotas list", selecting one or more rotas will reveal the "Actions" menu, allowing the user to perform batch actions on the selected rotas. Batch actions include: Delete [rota].

Within the Rotas module on the "Ministries list", selecting one or more ministries will reveal the "Actions" menu, allowing the user to perform batch actions on the selected ministries. Batch actions include: Delete [ministry].

Giving module

Within the Giving module on the "Givers list", selecting one or more givers will reveal the "Actions" menu, allowing the user to perform batch actions on the selected givers. Batch actions include: Archive and Delete.

Bookings module

Within the Bookings module on the "Bookings list", selecting one or more bookings will reveal the "Actions" menu, allowing the user to perform batch actions on the selected bookings. Batch actions include: Delete.

Within the Bookings module on the "Customers list", selecting one or more customers will reveal the "Actions" menu, allowing the user to perform batch actions on the selected customers. Batch actions include: Delete.

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