We would like to be able to update the due dates for steps in plans using the plans maintenance. Currently, we need to change the dates individually for each one whenever we want to update them. This is very time consuming. Is there a way to edit the plan steps as a group? Thanks!
I know this is from a year ago, but has anyone found a solution for this? It is quite a hindrance when you're trying to deal with thousands of plans (we are currently implementing this strategy).
Thanks!
Following this post, as I'm about to have to go back and edit steps for a couple thousand, as well... Please Oh Please let there be a solution!!
Eron,
There is not currently a way to update data in steps for a group of Constituents at the same time via the Tessitura client. Plans Maintenance only allows you to add Steps, not update them.
Something like this could be done via SQL Server if done carefully and you were able to identify exactly which steps needed updating.
Dale