Globally Update Selected Proposal Records

When using Global Update with proposals, the functionality only allows for an update of "All Records." It can't be narrowed down to a query. Please add the functionality to save time and not have to use the Import tool to update selected Proposal Records

  • Laura Useche
  • Aug 17 2016
Uncategorized
  • Attach files
  • Guest commented
    October 28, 2023 04:23

    agree!


    ×

    Attachments Open full size

  • Erika Mahoney Yen commented
    February 09, 2022 21:38

    I agree. Why isn't it possible to narrow down the proposals to update??


    ×

    Attachments Open full size

  • Lizzie Shelley commented
    August 02, 2021 13:15

    Just discovered this myself. Very frustrating!

    ×

    Attachments Open full size

  • Gabriel Mizrachi commented
    July 23, 2021 17:03

    Absolutely. I need to change the status on several proposals that we won't be receiving. Why can't I just group them together and change the status?

    ×

    Attachments Open full size

  • Marcella Jewell commented
    November 11, 2019 15:54

    Agreed. I need to update a very large group of proposals to be Inactive but am not able to do so with a query because in Global Change for Proposal you cannot select a query. The only option is All Proposals.

    ×

    Attachments Open full size

  • Heather Callin commented
    September 12, 2017 20:38

    Yes, I am having a really hard time right now as I need to globally change selected queries so I can delete them without deleting other proposals on the same Constituent record. So I went to Globally Add an "Ask Date", since that's one of the filters in the Delete module, and can't select just the Proposals I want.

    ×

    Attachments Open full size

Related ideas