Hello,
If I have my excel file saved as a .csv and I import it as a list, how do I then take this list and mass update a constituent's account with annual ticklers. I am hoping to do this for donors that need to be called and renewed and want to set it up so that it pops up each year.
Thanks so much,
Erin
If it is part of a solicitation, in the contituent model there is "Update Task" option & you can choose your list on the upper right.
Sorry, in the Solicitations module- not constituent!