Bulk updates
Apply one change — a tag, a committee, a capacity rating, a custom field — to a whole filtered set of donors at once, with a preview, a confirmation, and a 60-minute undo protecting every step.
Find it: Donors list → filter the list → Bulk edit · Who can use it: Org Admins / CDOs only.
What you'll see
On the Donors list, once you've narrowed the list with filters, the Bulk edit button opens a dialog headed Bulk edit N donors — where N is the exact number of records your current filter matches. That count is your preview: it tells you precisely how many donors will change before anything happens.
Below the list, a Recent bulk changes bar appears whenever you have changes still inside their undo window.
How to run a bulk update
- Filter the donor list down to exactly the set you want. Bulk edit always acts on every donor matching the current filter, so the filter is how you choose the target set — get it right first.
- Click Bulk edit and pick an Action:
- Add tag / Remove tag
- Add to committee / Remove from committee
- Set capacity rating (overwrites the existing rating on every matched donor)
- Mark deceased (suppresses all communications and removes them from ask queues)
- Set custom field
- Fill in the value the action needs (which tag, which committee, the rating, the field value).
- Confirm the count. Type the exact number of matched donors into the confirmation box. This is a deliberate speed bump — you can't apply a change until you've acknowledged how many records it touches.
- Click Apply to N. A toast confirms it applied, with an Undo button right there.
How to undo
Every bulk update is undoable for 60 minutes. You can undo from the toast immediately after, or later from the Recent bulk changes bar, which lists each recent operation (what it was, how many donors, how long ago) with its own Undo button.
Undo restores each donor's prior value — but it deliberately skips any record that was edited again after the bulk update, so it never clobbers newer, more-correct edits someone made in the meantime. The result message tells you exactly how it split, e.g. "Undone: 40 restored, 3 left unchanged (edited after the update)."
Good to know
- Guardrails come before speed here, on purpose. Bulk edits are the single fastest way to damage a tenant's data, so every one is (1) previewed by count, (2) confirmed by typing that count, (3) fully audit-logged with before-and-after values, and (4) reversible for an hour.
- There's a cap of 5,000 donors per bulk update. If your filter matches more, you'll be asked to refine it — a backstop against an accidental "select everything."
- Mark deceased is reversible like any other action: prior contact preferences are saved and restored if you undo, so an accidental run doesn't lose settings.
- Because undo restores prior values rather than replaying history, run your undo promptly if you made a mistake — once a record is edited again (or the 60 minutes pass), that record is no longer restorable.