At times, you may find it necessary to update the same field on many different people or households at once. While you can go through each record and update the field in question for each and every record, this can quickly become a cumbersome process. Therefore, Shepherd's Staff offers the Mass update Membership information utility to quickly update data across multiple person or households at the same time.
Note: It is important that you make a backup of your Shepherd's Staff before you run this utility. Changes made by this utility cannot easily be undone without restoring a backup.
Note: Only users with supervisor-level access to the Membership module can run this utility.
- Open the Membership module of Shepherd's Staff and click on "Tools/Settings"
- In the Tools section, select "Mass update Membership information" and then click "Start"
- Confirm that you have made a backup of your Shepherd's Staff database by clicking "Yes" at the window that appears.
- In the window that appears, first, select the group of people you want to make a change on in the "Who" field. You can select a few pre-built groups, such as "All Members" or "Visitors", or you can select the "* For a subgroup" option to select a particular subgroup of people or the "* For a list or grade" option to select a particular activity/skill/training, Person Assigned/Ministry Group or School/Sunday School Grade group.
- In the "What" field, you can select what field of information you're wanting to update. Several different options are available. Unless designated by "Household" as the first word of the field, all options will affect each person record in the group you selected in the "Who" field. For the household fields, the Household record of each person in the group you selected will be affected.
- In the "From This" field, you're designating what option you want to be selected in the field you're choosing to update from the "What" field. Whatever you select in this field will be changed to whatever you select or enter in the "To this" field. Any other options in the field you selected in the "What" field will be unaffected.
- Example: If you're updating "Received by", and you want to say everyone in the group you selected who has "Confession of Faith" to be changed to "Profession of Faith", in the "From this" field, you would pick "Confession of Faith", and in the "To this" field, you would select or enter "Profession of Faith"
- Click "Next". This will show you each person or household record that will be updated by the change you are proposing. . If you want to move forward with this change, click "Continue". If you need to go back and make any changes to what you set up, click the "Back" button. And if you want to cancel this process entirely, click "Cancel"
