How do I bulk edit interaction details (e.g. result, team member)?

You can bulk edit a list using our bulk actions feature. There are a limited number of actions you can perform with the bulk actions feature and they are different depending on if you want to bulk edit from the contacts, interactions, pledges, or contributions pages.  

From the Interactions Page:

Filter your list and select the checkbox on the far left just above your first contact in the list. This will automatically select the first 25 contacts in your list as well as populate the Actions box. Select the actions box action you would like to perform. From the Interactions tab, your options include: 

• Bulk editing an interaction Type
• Bulk editing an interaction Result
• Bulk editing an interaction Team Member
• Bulk adding, replacing, or removing Member Codes 
• Bulk deleting interactions

If you want the CRM to bulk perform the action to more than the first 25 contacts in your filtered list, you'll need to select the "Select all xxx contacts" link next to the purple actions button. 

IMPORTANT: We cannot undo bulk actioning, so please be sure you want to perform the action you are selecting.