Examples of appropriate bulk updating:
Split a Member Type into two different Member Types.
Use a bulk update instead of running a risky SQL script or manually swapping the Member Type on records.
NOTE: Please contact Novi if your association is considering bulk changing member types as there may be unintended implications.
A group of records that need expiration dates changed to the same date without renewal the records or charging dues.
This allows the updating of Expiration Date within in bulk, preventing admins from having to change dates on each records.
NOTE: Please contact Novi if your association is considering bulk changing expiration dates as it may have unintended financial implications.
Important Notes & Considerations:
Only primary group members will be updated.
This feature is only available to Association Admins. Limited Association Admins will not be able to perform this function.
Pay special attention to group conditions prior to updating a group's Expiration Date or Type to ensure that it consists of only the correct records to be updated.
Once the steps below are completed, the change is not instantaneous - it's queued as a process that may take a few minutes to several hours to complete, dependent on the size of the group. The status will be shown on the group member list.
Unsure if this feature would apply to a particular use case? Please do not hesitate to reach out to the Novi team via email or in Intercom (the "blue bubble") prior to using the feature.
Update Expiration Dates
Once it is confirmed that a bulk update is the best next step, follow the steps below.
1. Go to the Groups section on the backend and create a new group consisting of the records whose expiration dates are to be updated.
2. After saving and closing the new group modal, find the group in the list and click on the name of the group to open the details/settings.
3. Then navigate to the Members tab of the group.
4. Review the records that are being included in the Group. As a reminder from above, only the Primary Group Members will be included in the bulk update (not Beneficiaries).
5. When ready to make the update to expiration dates, click the drop-down arrow on the Actions button (top right) and select Update Expiration Dates.
6. When the modal appears, enter the New Expiration Date.
If there are any records in the group that can't be updated, a notification will be displayed and they will not be updated. A list of these members will be displayed in the modal as soon as the new date is entered, so the admin will be aware before they click the Update Members button.
7. Click the Update Members button to queue the update, which may take some time to run.
8. Double-check the records' new expiration dates for accuracy. Pull a custom report or add "Membership Expires On" as a display column in the backend Members List.
Update Member Types
1. Follow the same process outlined in steps 1-4 above:
Go to the Groups section and create a new group consisting of the records whose Member Types are to be updated.
Save & Close the new group modal, then locate the new group in the Groups list and click on the name of the group.
Navigate to the group's Members tab.
Review the records for accuracy to ensure all in the group should be changed.
2. Click the drop-down arrow on the Actions button (top right) and select Update Member Type.
3. When the modal appears, select the correct Member Type.
4. Click Save & Close to queue the update, which may take some time to run.