Bulk add service area to profiles
There is the option to bulk add zip codes to a service area but it would be even more helpful if after you list profiles in a service area, you could bulk add those profiles to that service area. This way you don't have to manually go in and change all those service areas one at a time.
This was released on 9/25/23:
Service Areas: Added the ability to Bulk Edit Service Areas for Profiles using from Custom Reports.
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Carrie Nedick commented
Would like to be able to bulk change this code as we continue to think about how to categorize our service ares.
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Ian Ross commented
Would also love to be able to do this on Grant records.
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Dawn Townsend commented
We need the ability to bulk assign from a list or bulk import from a file.
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Michelle Schneider commented
Yes. We need the ability to bulk assign from a list or bulk import from a file.
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Jenny Praytor commented
PLEASE! We are changing the way we have historically categorized service area...and it looks like that means we will have to individually change 15,000 profiles.
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Jenny Molyneaux commented
Yes, please add the Service Area field to the Address template for the profile bulk update feature. Desperately needed !
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Sidney Suttles commented
We would like to begin using Service Area since we are a statewide community foundation. The ability to bulk add profiles to a newly created service area would be most helpful!
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Amy Putzer commented
As an organization doing code clean up after migrating to CSuite last month, I would add to this idea the ability to bulk update service areas on grants or profiles.