Using batch actions to perform bulk updates in the Giving 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 Giving module. See the related article for batch actions available in the other modules.

Givers

Within the Givers section of the Giving module, selecting one or more givers will reveal the Actions menu allowing a User to perform batch actions on the selected givers.

Batch actions include: Download CSV, Add to flow, Add to [giver] tag, Edit, Archive and Delete.

Note: It is not possible to Delete a giver that has an active or cancelled subscription or (for UK customers only) if any of their donations are included in a Gift Aid claim. The Edit batch action is only surfaced if giver custom fields have been added to the module.

Selecting Edit provides options to perform batch edit actions for the selected giver's Site and Custom Fields. Ticking a checkbox for an item will expand the edit options available for that item. Users must confirm before clicking the Save button to process the batch update.

Donations

Within the Donations section of the Giving module, selecting one or more donations will reveal the Actions menu allowing a User to perform batch actions on the selected donations.

Batch actions include: Edit and Delete.

Selecting Edit provides options to perform batch edit actions for the selected donation's Batch, Fund, Date and Method. Ticking a checkbox for an item will expand the edit options available for that item. Users must confirm before clicking the Save button to process the batch update.

Flows

Within a Flow a User can select multiple people and run batch Actions to Process the selected people, or Remove the selected people from a Flow.

The batch Process pop-up lists the Actions that can be run, or you can make a batch change to the Due date and/or Assigned user for the selected people.

Notes report

Within the Giving module's Reports section, the Notes report includes batch actions for deleting giver notes.

Batch actions include: Delete

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