Use Case 1 - Making Employer Names Consistent¶

I have created a Tag of people that all have the same Employer, but the name is not consistent. I named the Tag “FedEx Employees”. I want to change the Employer to ‘FedEx” for all of these people at one time rather than going to each record to make the change.

Here’s how to update any of those fields:

Step 1

Create and name a Tag for those records you want to change.

Add the appropriate people to the Tag.

Step 2

Select Administration > Batch Actions > Update Fields from a Tag/Query.

Step 3

On the Tag drop down menu, select the Tag for the group you want to update. A box will pop up displaying number of records in the tag/query.

Then select the Field to update from the drop down menu. In this example, it would be Employer.

Enter the employer name into the New Value text box, e.g. FedEx

Step 4

Verify everything again:

• the Tag/query

• the Field

• the New Value

Once you are sure that everything is correct, click Run

This will update the Employer field with “FedEx” for all records in your FedEx Employees Tag. Once it is finished, a message will display letting you know how many records were affected.

Use Case #2 - Statement Option¶

I created a tag named Joint Contributions for people who need to have their Contribution Statement Option changed to Joint.

How do I change the Statement Option to Joint?

Step 1

Follow Steps 1 & 2 from above as in Use Case #1

Step 2

Select your Joint Contributions tag from Tag drop down menu

Select Statement Options from the Field drop down menu

Select Contribution Statement and then select Joint.

Step 3

Double check your work and verify everything again as in Use Case #1

Once you are satisfied that everything is correct click Run.

This will update the Contribution Statement Option for everyone in the Tag, setting it to Joint.

Use Case #3 - Grade (Legacy field only)¶

(see tip below)

I want to increase the Grade by 1 for each person with a Grade on his people record. I would do this after annual promotion.

The image below list the options relating to updating your grades. For this use case you would select Add 1 Grade Level which will add 1 to all the grades for those in your Tag.

Step 1

Follow Steps 1 & 2 in Use Case #1.

Step 2

Select your tag (or use your last query, if you found those records that way) for those whose grade you want to increase by 1.

Select Grade from the list.

Then select the last option Add 1 Grade Level.

Step 3

Double check your work and verify everything again as in Use Case #1

Once you are satisfied that everything is correct click Run.

This will update the Grade field on the people record for everyone in the Tag, increasing it by 1.

Updated Grade information for new Grade option