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Bulk Editing People

Bulk editing allows you Per update multiple people at once, saving Ora when making the same change Per many individuals. You can update membership status, marital status, gender, opt-out preferences, and Gruppo memberships in a single operation.

Prima di Iniziare

  • You need Permesso Per manage people data. See Roles & Permissions for details.
  • You should have already added or imported the people you want Per Modifica. See Adding People if needed.

Selecting People for Bulk Editing​

  1. Navigate Per People in B1 Admin
  2. Use the Cerca or filter tools Per Trova the people you want Per update
  3. Check the boxes Avanti Per each person's name Per Seleziona them
    • You can Seleziona people individually
    • Or use the header checkbox Per Seleziona all visible people on the current page
  4. Once you have selected at least one person, the Bulk Actions button will appear
Suggerimento

If you need Per update a large Gruppo of people based on specific criteria, use the AI Search feature or filters Per narrow down your list first, then Seleziona all matching people.

Disponibile Bulk Actions​

The Bulk Actions menu provides several options:

Update Membership Status​

Update the membership status for all selected people:

  1. Fai clic Bulk Actions → Set Membership Status
  2. Scegli the new status:
    • Visitor -- First-Ora or occasional attendees
    • Regular Attendee -- Frequent attendees who aren't Membri
    • Membro -- Official church Membri
    • Staff -- Church Staff Membri
    • Inattivo -- People who are No longer attending
  3. Scegli update mode:
    • Overwrite all -- Replace the current status for all selected people
    • Only update empty -- Only set the status for people who don't have one
  4. Fai clic Update

Update Marital Status​

Update marital status in bulk:

  1. Fai clic Bulk Actions → Set Marital Status
  2. Seleziona the new status:
    • Unknown
    • Single
    • Married
    • Divorced
    • Widowed
  3. Scegli whether Per overwrite existing values or only update empty fields
  4. Fai clic Update

Update Gender​

Update gender information for multiple people:

  1. Fai clic Bulk Actions → Set Gender
  2. Seleziona the value:
    • Unspecified
    • Male
    • Female
  3. Scegli update mode (overwrite all or only empty)
  4. Fai clic Update

Update Opt-Out Status​

Control whether people have opted out of communications:

  1. Fai clic Bulk Actions → Set Opted Out
  2. Scegli:
    • No -- Allow communications (Rimuovi opt-out)
    • Sì -- Block communications (set opt-out)
  3. Scegli update mode
  4. Fai clic Update
Avviso

Be careful when changing opt-out status. People who have explicitly opted out should not receive communications unless they have given new consent.

Set Custom Field​

Set a Sì/No custom field value for all selected people at once:

  1. Fai clic Bulk Actions → Set Custom Field.
  2. Scegli the Sì/No custom field you want Per set.
  3. Scegli the value (Sì or No) Per apply.
  4. Fai clic Update.
Info

Only Sì/No custom fields are Disponibile for this bulk action. Per set other field types, Modifica each person individually.

Aggiungi Per Gruppo​

Aggiungi all selected people Per one or more Gruppi:

  1. Fai clic Bulk Actions → Aggiungi Per Gruppo
  2. Cerca for and Seleziona the Gruppo(s) Per Aggiungi people Per
  3. You can Seleziona multiple Gruppi Per Aggiungi people Per all of them
  4. Fai clic Aggiungi Per Gruppi

Each person will be added as a regular Membro of the selected Gruppo(s). You can later promote individuals Per Gruppo leaders if needed from the Group Members page.

Rimuovi from Gruppo​

Rimuovi all selected people from one or more Gruppi:

  1. Fai clic Bulk Actions → Rimuovi from Gruppo
  2. Cerca for and Seleziona the Gruppo(s) Per Rimuovi people from
  3. You can Seleziona multiple Gruppi
  4. Fai clic Rimuovi from Gruppi
Info

This action only removes people from the specified Gruppi. It does not Elimina their person records.

Elimina People​

Permanently Elimina the selected people from your church database:

  1. Fai clic Bulk Actions → Elimina
  2. Review the list of people who will be deleted
  3. Digita Elimina in the confirmation field
  4. Fai clic Confirm Elimina
Pericolo

Deleting people is permanent and cannot be undone. This will Rimuovi all their data including:

  • Personal information
  • Gruppo memberships
  • Frequenza records
  • Donazione history
  • Modulo submissions

Only use this action if you are absolutely certain you want Per Rimuovi these people from your system.

Bulk Modifica Results​

After completing a bulk action, you'll see a summary showing:

  • Total selected -- How many people were included in the operation
  • Successfully updated -- How many records were changed
  • Failed -- Any records that couldn't be updated (if applicable)
  • Unchanged -- Records that didn't need changes (e.g., when using "only update empty" mode)

If any updates failed, you'll see error details explaining why.

Best Practices​

  • Start small -- Test bulk operations on a few records first Per ensure you're making the right changes
  • Use filters -- Narrow your list with filters or AI Cerca before selecting people Per ensure you're only updating the right individuals
  • Double-check selections -- Review the selected people before applying bulk changes
  • Use "only update empty" mode -- When you want Per fill in missing data without overwriting existing information
  • Document major changes -- Keep notes about bulk updates in case you need Per reference them later
  • Coordinate with your team -- Let other administrators know when making large bulk changes

Common Use Cases​

Updating New Membri​

After a membership class, update all attendees Per Membro status:

  1. Cerca for the people who attended the class
  2. Seleziona them all
  3. Use Bulk Actions → Set Membership Status → Membro

Organizing Small Gruppi​

Aggiungi multiple people Per a new small Gruppo:

  1. Cerca for the people you want in the Gruppo
  2. Seleziona them
  3. Use Bulk Actions → Aggiungi Per Gruppo and Seleziona the small Gruppo

Cleaning Up Data​

Fill in missing marital status for married couples:

  1. Filter for people who are married (using household information)
  2. Seleziona those with blank marital status
  3. Use Bulk Actions → Set Marital Status → Married → Only update empty

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