If it’s taking too long, there is a faster way…
As I was getting ready to print our labels for this year’s Christmas cards, I first needed to add the address for about 80 of our clients in our CiviCRM. Piece of cake, right? Yes, if you take advantage of the Batch Update via Profile. Unfortunately, I was unaware of this feature, so this simple task took me a whole day to complete.
I performed a search for all of our customers’ employees. Once the results were displayed, I proceeded to edit each contact that didn’t have an address. In order to do this, I had to go to every single contact record. Every time I finished adding and saving the address to a contact, I would have to run the search again and then edit the following contact without an address. This was time consuming and cumbersome.
What I should have done instead, was:
Make sure I had a Profile with the correct fields that needed to be completed:
After customizing my profiles, I:
This is just one of the many ways you can use Batch update via Profile. You can use this functionality any time you need to update a large number of records all at once, such as choosing a volunteer’s interest or day they are able to work, for example. If you haven’t used this yet, try it. I guarantee it will make your life easier.