Flag multiple accounts at once

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asked Jul 16 in How To by gittelgluck
retagged Jul 19 by YakovKantor
I have a list of about 150 ppl that I want to flag at once. Is it possible?

1 Answer

answered Jul 16 by YakovKantor
edited Jul 19 by YakovKantor
 
Best answer

 

 

 

In Fundraising

  1. Make a query for all the people you want to flag
  2. Go to entries
  3. Select a flag
  4. Click view records
  5. Click mass insert

 

 

 

 

In Tuition

  1. Make a query for all the people you want to flag or un-flag
  2. Go to reports > Additional info > Family Flag or Student Flag
  3. Select a flag and click process
  4. Select the arrow next to the flag (See picture below)
  5. Select Yes to add a flag, No to remove the flag, Cancel to cancel (obviously)

 

 

 

Select a flag and click process

Select the arrow next to the flag 

Select Yes to add a flag, No to remove the flag, Cancel to cancel (obviously)

commented Jul 17 by BYBZ
In Tuition?
commented Jul 19 by YakovKantor
Added instructions

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