List Mass Updates

Often, you will need to make changes to lists, and usually, more than just one record needs to be changed at once. The List Mass Update utilities make this possible. From this menu, you can add multiple people to a list at the same time, manage lists where you might add and remove people at the same time, change the name of lists, or in the case of activities, move people from present involvement to experience. 

To access the List Mass Updates Utilities, under people, click on the Lists tab, and then, click the "Tools" button. From here, there are three different utilities you can use to update your lists:

Add Names to a List

This utility will allow you to pick a list and add multiple people to it at once.

1. Select "add names to a list" in the Action section of the Mass Update Window.
2. Select which type of list you're working with in the "Which type of list?" section, and you can filter that type of list by only showing lists with people in them, lists that are empty, or both. Then, select the list you want to edit in the "Which list?" window and click Continue
3. In the next window, you will see two columns one for "People not on this list" and one for "Add these people to the list". You can filter the "People not on this list" field by using the "Filter the possible people" field below the list to filter the list by a particular group or subgroup
4. Click on each person that you would like to add to the list to highlight them. You can double click one of the selected people, or press the "Add button" to add them to the "Add these people to the list" section. You can also click the "Add All" button to add everyone who is in the "People not on this list" column to the "Add these people to the list" column
5. You can remove people from the "Add these people to the list" column in the same way you added them, except you would press the "Remove" button. You can also remove everyone from the list by clicking the "Remove all" button
6. In the options section, you can assign a Category, and in the case of an activity, a begin and end date.
7. Once you have made your selections, click "Save" to add the selected people to the list.

Erase and Replace a List

This utility will allow you to remove multiple people from a list and add new people to it at the same time.

1. Select "erase and replace a list" in the Action section of the Mass Update Window.
2. Select which type of list you're working with in the "Which type of list?" section, and you can filter that type of list by only showing lists with people in them, lists that are empty, or both. Then, select the list you want to edit in the "Which list?" window and click Continue
3. In the next window, you will see two columns one for "People not on this list" and one for "People on the list". You can filter the "People not on this list" field by using the "Filter the possible people" field below the list to filter the list by a particular group or subgroup
4. Click on each person that you would like to add to the list to highlight them. You can double click one of the selected people, or press the "Add button" to add them to the "People on the list" section. You can also click the "Add All" button to add everyone who is in the "People not on this list" column to the "People on the list" column
5. You can remove people from the "People on the list" column in the same way you added them, except you would press the "Remove" button. You can also remove everyone from the list by clicking the "Remove all" button
6. Once you have made your selections, click "Save" to add the selected people to the list.

Manage Lists

The Manage Lists utility will allow you to rename a list, or in the case of activities, change everyone who has present participation to experience for the selected activity, or all activities.

1. Select "manage lists" in the Action section of the Mass Update Window.
2. To add a brand new List, press the "Add" button, type in the name of the new list and press the save icon.
3. If you want to rename, or change the participation on a list, select which type of list you're working with in the "Which type of list?" section, and you can filter that type of list by only showing lists with people in them, lists that are empty, both, or missing from the dropdown choices. Then, select the list you want to edit in the "Which list?" window.
4. Click the "Rename" option, and you can then type in the new name for the selected list. Click the save icon when finished.
5. If you want to change everyone in a selected activity who has present participation to experience, select "Present to Experience for the selected activity" in the Change box. If you want to do this for all activities, select "Present to Experience for ALL activities". When you've made your choice, click the "Go" Button to make this change.