Additional details
This new action is called "Update Profile Data".
Where to find the Update Profile Data options:
In the following list views, you'll find the Update Profile Data option under the Batch Actions dropdown -
Group → Members lists
Member Details → Family Tree lists (people + subcompanies)
Committee → Members lists
Event Attendees lists
What can be updated in bulk:
Profile Fields (custom fields + select member fields)
Parent Member
Member Type
Membership Dates
You may see some validations depending on what you'd like to update. For example, you’d need to assign a record a Member Type before updating Membership Dates.
⚠️ Warning: Please use caution if updating Membership Dates in bulk. This feature is not intended to replace standard renewal processes.
Getting started:
We recommend starting simple - try updating one field on a small set of records first to get a feel for how it works.
Once you've selected Update Profile Data, you'll see a prompt asking which type of field you'd like to update, and showing how many records will be updated.
Then, the following prompts in the window as you continue will walk you through next steps, such as editing or removing values, and showing which specific records will be updated.
What the window looks like:
📌 Important Notes
More information you should know that did not make sense to add in-line with the article body.