How do I bulk apply interactions, contributions, or pledges from a calltime list?
From a calltime list, users can save time updating contact activity one by one and instead update multiple records at once. You can update two or more records and bulk update contact information, record activities with donors, as well as manage progress right from your calltime list in list view from the desktop.
To edit activities that live on a donor's activity history including Contributions, Pledges, and Interactions directly from a calltime list, follow the steps below.
- From the calltime list, select one or multiple checkboxes to the left of each contact record you wish to update.
- You can also select all by choosing the topmost checkbox.
2. Select the Actions dropdown
3. From the dropdown, under Log Activity, select Contribution, Pledge, or Interaction
For Contributions:
- A 'Log Contributions' slide-out will appear on the right-hand side of your browser. To log a contribution, add all relevant contribution details that apply to your collective selected names.
- For example, if all of the donors you have actioned have each donated $25 for a lawn sign, add '25' in the amount, select payment method, and so on. The changes will log a record for ALL selected contacts.
- Note: When bulk updating manual contributions that were made by check, wire, etc., if you want to add individual check numbers or batch numbers, you'll need to visit each record individually after adding your bulk contributions.
- From the slide-out, you will then be able to input all the information you have on these contributions such as:
- Amount
- Payment method - Check, cash, card, NGP, in-kind, wire, merch
- Notes
- Date/Time
- Source Code
- Refcode
- Batch
- Raiser - If a contribution came in through one of your raisers, you can give that raiser credit by selecting their name in a drop-down
- Mark Complete - You can choose to mark this complete or leave it marked as incomplete
- You cannot: Bulk associate a pledge - If there is a donor with an outstanding pledge, the pledge must be fulfilled on the individual contact record or calltime interaction
- Once you have filled out this portion, select Save Contributions.
For Pledges:
- A 'Log Pledges' slide-out will appear on the right-hand side of your browser. To log new pledges, add all relevant pledge details that apply to your collective selected names.
- From the slide-out, you will then be able to input all the information you have on these pledges such as:
- Amount
- Commitment
- Notes
- Date/Time
- Expected Date/Time
- Source Code
- Mark Complete - You can choose to mark these contacts as complete or leave them marked as incomplete so as to return to them on the calltime list
- You cannot: Associate contributions with these pledges - If there is a donation that fulfills this pledge, the pledge must be fulfilled on the individual pledge record or calltime interaction
- Once you have filled out this portion, select Save Pledges.
For Interactions:
- A 'Log Interactions' slide-out will appear on the right-hand side of your browser. To log new interactions in bulk, add all relevant interaction details that apply to your collective selected names.
- From the slide-out, you will then be able to input all the information you have on these interactions such as:
- Type
- Result
- Amount
- Notes
- Date/Time
- Team Member
- Member Code
- Associated Pledges - Bulk create and add associate pledges to these interactions
- Mark Complete - You can choose to mark these contacts complete or leave them marked as incomplete so as to return to them on the calltime list
- Once you have filled out this portion, select Save Interactions
