How do I bulk edit contribution details (e.g. batch, designation)?

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 Contributions 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 contributions page, your options include: 

• Bulk editing a source code 
• Bulk editing a member code
• Bulk editing a payment method
• Bulk editing notes
• Bulk deleting contributions
• Bulk add or replace a batch number
• Bulk add or replace a designation
• Bulk adding soft credits (available for Numero Plus accounts)

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.