How to use Bulk Replace
Over time the information stored on donor records can get messy or becomes outdated making it difficult to work with your data. Bulk Replace is a feature of Silent Partner that allows you to add, delete or remove information from multiple records at the same time.
With Bulk Replace, you can change Owner Codes, Last mailing dates, Category Codes, Donor Type, Receipt Preference, Communication Method, and much more.
There are two basic steps to using Bulk Replace: create a scope of the records you need to change, and changing them.
Your Bulk Replace options will be different depending on the Data Item you select. For example, when you select Communication Method you can only change whatever is currently in the communication method field with your new selection. For Connectors, however, you can either Add a new connector or Delete your selected connector.
First - create a Scope of records to change.
For more information on creating a Scope, refer to this article: Scopes, Queries & Filters (silentpartnersoftware.com)
Bulk Replace (Communication Method)
- To access the Bulk Replace feature, go to Edit > Bulk Replace
- Scroll through the list of available options and select "Communication Method" and then click "Continue"
- Next, click the magnifying glass to select the communication method you want to apply to the records in your scope, then click OK.
- Click Appy and when you get the "Are you sure?" message click OK.
Bulk Replace (edit) Connectors
- To access the Bulk Replace feature, go to Edit > Bulk Replace
- Scroll through the list of available options and select "Connectors" and then click "Continue"
- If you are adding a new Connector to the donors' records, select "Add it to all donors in scope." If you are deleting a Connector from the donors' records, select "Delete it from donors in scope." Click OK.
- Next, click the magnifying glass to select the Connector you want to add or delete.
- Click Appy and when you get the "Are you sure?" message click OK.
Related Articles
Campaigns / Bulk Mail
From Silent Partner Cloud, go to Communications > Campaigns > Campaign Menu. With Bulk Mail you have the option to view current, active campaigns or to create new campaigns. Campaigns can be either email campaigns or print campaigns. In this ...How to Bulk Edit Activities
On the Dashboard, when ParterHR Admins or Office Admins first log in, they will see a button called BULK EDIT. With this, you can select multiple Activities and edit or update them in Bulk. To Bulk Edit Activities, select the Activities you want to ...Bulk add Connectors and/or My Tags
Starting from your Green Screen, go to Maintenance and please click Import Data Here you will be presented with the External File Import wizard. You have the options of Updating existing addresses or Import new names/addresses (default) Under File ...How to Update the Silent Partner Desktop
How to Update the Silent Partner Desktop application Societ is constantly working to improve our software, as a result there are constant updates to the application. Customers should try and update the software every couple of months, or whenever an ...Release 1.2.0 - Feb 26, 2020
Version 1.2.0 Release Notes 2020-02-26 Introduction This document describes the changes made to PartnerHR to create release 1.2. Interface and Stability Improvements We continue to make improvements to the application as a whole. This means that each ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.