Hi all
I want to update Designations for multiple constituents (in the same campaign), and thought I'd be able to include this in a bulk Plans update.
However Designations don't seem to show up as an editable column in this process.
Can anyone advise what I'm missing please?
Thanks, Jessica Frean
As far as I can tell, it can't be done though plans. We had the same issue recently. We moved plans from one plan type to another and wanted to update the designation also. When I tried it, the plans were all grayed out and I couldn't updated them. I ended up updating the designation through a sql query.
Thanks Melissa - frustrating! I'll go the long way round.
Jessica