Solicitations

I believe you use the solicitations utility under the Campaigns menu and that you need to work from a list. If you can identify a list of those individuals you can choose “update” and change the campaign.

I hope this helps.

Hi all,

I hope someone out there has had to do something like this and will share with me the how-to's.  I don't see anything specific in the documentation for this particular hiccup.

I know that we can update of solicitations. But, is it possible to change/update the campaign name in bulk, as well.

Solicitations were added to a large group of individuals.  The campaign chosen for the solicitation is different from the campaign to which their gift was entered.  I would like to change the campaign chosen in the initial 'add' solicitation to the accurate one and have created a list in list manager of those records that need to be changed.

When I try to update there is nothing there because the campaign is not correct and when I choose the campaign to whichthe solicitations have been added, I don't see updating campaign as an option .  Some of the records in the original update will remain.  I can update them individually. And if that is the only way, I better get on it.  I am hoping it is not the only way!  There are over 2000 records that will be affected!  Help!

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I believe you use the solicitations utility under the Campaigns menu and that you need to work from a list. If you can identify a list of those individuals you can choose “update” and change the campaign.

I hope this helps.

Hi all,

I hope someone out there has had to do something like this and will share with me the how-to's.  I don't see anything specific in the documentation for this particular hiccup.

I know that we can update of solicitations. But, is it possible to change/update the campaign name in bulk, as well.

Solicitations were added to a large group of individuals.  The campaign chosen for the solicitation is different from the campaign to which their gift was entered.  I would like to change the campaign chosen in the initial 'add' solicitation to the accurate one and have created a list in list manager of those records that need to be changed.

When I try to update there is nothing there because the campaign is not correct and when I choose the campaign to whichthe solicitations have been added, I don't see updating campaign as an option .  Some of the records in the original update will remain.  I can update them individually. And if that is the only way, I better get on it.  I am hoping it is not the only way!  There are over 2000 records that will be affected!  Help!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!