Edit multiple records

To edit multiple records, use the Quick find or Full search to find a group of records, then select records to edit. Depending on the type of record, a series of options will appear at the bottom of the screen.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Take action: Approve, Decline, Rollback to pending, or Renew the records.

  • Note: The Take Action > Approve option calculates Payment amounts using percentages, which means that you will only receive evenly distributed payments when using even divisors of 100% (1, 2, 4, 5, 10, 20, 25, 50, 100). When using any other number of payments, the Payment amounts will be unevenly split. For example, splitting a Request of $1,500 into three Payments will multiply the total amount by 33.33%, 33.33%, and 33.34%, resulting in Payments of $499.95, $499.95, and $500.10 respectively. You must manually edit these payments to split them evenly.

  • Status: Change the status or publish the records.

  • Create: Create payments or requirements for the records.

  • Update: Update the Type and status, Staff assignments, Coding sheet, Meeting date, and Project description.

  • Resubmission: Publish or cancel the records.

  • Generate: Creates a Letter, Email, or Write-up for the records.

  • More:

    • Assign reviewers: Sets the review stage, reviewers, and notifications for the records.

    • Transfer branch:Separates the records within the database for reporting or security reasons. See Branch Security for more details.

    • Lock: Disables record editing from other users.

    • Unlock: Enables editing on a record that was previously locked.

  • Delete: Removes the Request record along with all associated records for the request unless the request has a payment that is paid or associated with a budget. Additionally, any payment on the request with only one of those conditions would stop the full deletion of the request and associated records.

  • Open: Opens all selected records in a new tab.

  • Due diligence: Perform a Tax status verify, Check watchlists, or Review watchlists. For more information, see Watchlists.

  • Find related: Finds records associated with the selected records.

  • Generate: Create a Letter or Email for the records.

  • Update coding sheet: Update the Organization record coding sheet by adding, removing, or replacing a code. You can also make an existing code primary.

  • Consolidate duplicates: Consolidates duplicate records into one single record.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Check watchlists: Checks the records for hits on the watchlists selected in Manage Watchlists. It also creates new Activity records with the results.

  • Review watchlists: Reviews Contacts for hits on the watchlists selected in Manage Watchlists.

  • Update coding sheet: Update the record coding sheet by adding, removing, or replacing a code. You can also make an existing code primary.

  • Consolidate duplicates: Consolidates duplicate records into one single record.

  • Generate: Create a Letter or Email for the selected records.

  • Add to committee: Add contact to the end of the list of reviewers.

  • Delete: Removes the records for all users.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Assign staff: Assign staff to the records.

  • Mark as...: Mark records as done or not done.

  • Generate: Create a Letter or Email for the records.

  • Transfer branch:Separates the records within the database for reporting or security reasons. See Branch Security for more details.

  • Open: Opens all selected records in a new tab.

  • Close affiliation: Sets a date for closing the record. This will be associated with the To field for the record.

  • Generate: Create a Letter or Email for the records.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Hold: Disables all payments for a record until the Activate option is used.

  • Activate: Removes the Hold toggle from the record.

  • Generate: Create a Letter or Email for the records.

  • Update payment codes: Update the Category and type of the payment code for the selected records.

  • Create requirements: Create requirements for the records.

  • Export to A/P: Exports records to a file. The records can then be imported into a third-party financial software.

  • Produce checks: Uses a check template to create checks for the records.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Shareable status: Make the record shareable or not shareable to external reviewers.

  • Transfer branch:

  • Lock: Disables record editing from other users.

  • Unlock: Enables editing on a record that was previously locked.

  • Delete: Removes the records for all users.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Publish to web: Publishes the grantee records.

  • Mark as...: Mark records as done or not done.

  • Generate: Create a Letter or Email for the records.

  • Delete from Web: Deleted the online records.

  • Resubmission: Publish or cancel the records.

  • Open: Opens all selected records in a new tab.

  • Find related: Finds records associated with the selected records.

  • Accept review: Agree to review the records.

  • Bypass review: Bypass the review of the records.

  • Decline Review: Decline the review of the records.

  • Reassign reviewer: Choose a reviewer to reassign the records.

  • Generate: Create a Letter or Email for the records.

  • Delete: Removes the records for all users.