Using batch actions to perform bulk updates in the Small Groups 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 Small Groups module. See the related articles for batch actions available in the other modules.

Groups

Within the Groups section of the Small Groups module, selecting one or more groups will reveal the Actions menu, allowing a user to perform batch actions on the selected groups.

Batch actions include: Download CSV, Edit and Delete [group]

Group Edit batch actions include being able to batch change the Cluster, Site, Start Date, End Date, Visibility, Sign-Up and any available Custom field settings for selected groups.

Group members

From the the Members tab of each group's "View" page there are also batch actions available.

Batch actions include: Send email, Send SMS, Set as active, Remove from group.

Notes report

Within the Small Groups module's Reports section, the Notes report includes batch actions for deleting small group notes.

Batch actions include: Delete