We are pleased to announce the release (availability) of a new feature that will allow you to edit multiple individual records quickly and easily.
Mass Individual Edit
We’ve added one of the most requested features in our feature suggestion tool, individual mass edit. Using this great new feature, you can quickly and easily modify the value of multiple individuals.
How Do I Use It?
To use the new Mass Edit feature, just log into Church Membership Online and go to Church -> Mass Edit.
Video Tutorial Click here to watch a video tutorial overview of individual Mass Edit
Features
- Mass edit fields for multiple individuals at once
- Select specific individuals using an extensive set of filters
- Quickly change custom field values
- Reduce administrative burden of making large changes
Example Uses
Here are some useful examples of how the Mass Edit feature can be beneficial to your church management.
- Member type edits. Quickly and easily change all member types from one member type to another. For example, you may want to change the member type of all individuals with a “Return Visitor” type to “Member” after they have completed your membership class.
- Custom field edits. Are you tracking baptism dates using custom fields? If so, you can set the baptism date for multiple individuals at once using Mass Edit.
- Age category edits. A common scenario for a lot of churches is changing the age category for children as they grow. Using Mass Edit, you could change all of the individuals with the “Preschool” age category to “Kindergarten” who are currently in the “Pre-K” ministry.
- Postal code changes. Every once and awhile the local government will modify postal codes. Using Mass Edit you can make the postal code changes necessary in one easy action.
Coming Soon
This is just the beginning for Mass Edit. We are hard at work on new features to support school years/grades. When the new school year/grade features are released, you will be able to use Mass Edit to do promotions from one school year/grade to another. We will also be adding the ability to assign multiple individuals at once to a ministry using Mass Edit.
New Pledge Features
We have also added a bunch of new pledge features that are sure to improve working with pledges in Church Membership Online.
- Pledge status can now be included with individual contribution statements
- Pledges are now included on the individual record, so you can view/add/edit/delete pledges for an individual easily
We hope you enjoy these new features and enhancements!
Church Office Online