Using the Mass Manage Tool

Select People by using Advanced Search or People View

  1. Generate an Advanced Search or a People View to bring up a list of people.

  2. Select the people you would like to mass manage by ticking the box next to their name. You can select everyone by ticking the box at the top right corner of the table, or by ticking the box to individual rows. The Mass Manage area will show if one or more boxes are ticked.

Select People using an existing People View

Alternatively, select one of the existing People Views available in this box. Under People Views, you have the ability to choose default views, people categories, saved People Views or by groups. Simply select one of these and people should be listed on the page.

Select all people

If the results go over 1 page, you have the option to select all people, even if they aren’t visible on the first page.

3. Scroll to the top of the page and you will see an area marked as ‘Mass Manage’.
4. Click on drop down menu and select what you would like to mass manage.

Mass Manage Actions

You can perform multiple actions at once, simply select the  button.

Using the Mass Manage tool can be extremely helpful for churches. This allows you to change and edit thing in mass, this cut time spent in the program by hours! 

Let us know if you run into any problems or have any questions by clicking on the chat bubble in the lower right corner! 

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