Using batch actions to perform bulk updates in the Children module

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 its own 'batch action' functionality, with more batch actions planned for the future.

In this article we explore the batch actions currently available in the Children module. See the related article for batch actions available in the other modules.

Children

Within the Children module on the Children list, selecting one or more children will reveal the Actions menu, allowing a user to perform batch actions on the selected children.

Batch actions include: Send email, Send SMS, Download CSV, Add to flow, Add to key date, Add to tag, Archive and Delete

Attendance

Within the Attendance section of the Children module, selecting one or more attendance will reveal the Actions menu, allowing a user to perform batch actions on the selected attendances.

Batch actions include: Delete

Visitors

Within the Attendance > Visitors section of the Children module, selecting one or more visitors will reveal the Actions menu, allowing a user to perform batch actions on the selected visitors.

Batch actions include: Send email, Send SMS, Download CSV and Delete

Sessions

Within the Attendance > Sessions section of the Children module, selecting one or more sessions will reveal the Actions menu, allowing a user to perform batch actions on the selected sessions.

Batch actions include: Delete

Flows

Within a Flow a User can batch Process or batch Remove people from a Flow.

The batch Process page includes options to batch process Actions and to batch change the Due date and Assignee.

Notes report

Within the Children module's reports section, the Notes report includes batch actions for deleting children notes.

Batch actions include: Delete

Archived Children report

Within the Children module's reports section, the Archived Children report includes batch actions to delete one or more archived children. Notice also how you can filter the list to see just those children archived within a range of date, and those who have certain key dates within a range of dates.

Batch actions include: Delete

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