reviewing/changing partner types

A place for discussion on how to use the program more effectively

reviewing/changing partner types

Postby Will-0 » Mon May 22, 2017 12:22 am

I've entered hundreds of persons without indicating partner type, and I'd like to indicate that now. However, the only way to do so seems quite laborious: click on a partner name in detail view, move mouse over to the "partner type" drop-down menu, click the menu, click the choice, move mouse over to the person column, and click a new person. Lots of mouse movement, lots of clicks, in light of hundreds of changes.

I'd like so much better to be able to eyeball a list view and be able to change one column as needed. Or to have a bulk edit process, maybe where I select persons to be added to a particular partner type, then hit 'GO'.

Posts: 4
Joined: Wed Mar 11, 2015 1:30 am

Return to Donor Manager Discussion

Who is online

Users browsing this forum: No registered users and 2 guests