In this article, you will learn how to use the bulk editing feature.
Quick guide to using the functionality:
- Members / Member Search / bulk Editing / Create bulk Editing
- Select type
- Select the relevant members
- Make additional settings according to the type
- Create Preview, review and Execute bulk Editing
With bulk editing, it is possible to make defined changes to multiple member records in a single process.
Bulk Editing
Go to Members / Member Search / bulk editing and click on Create bulk editing at the top right. Select the Type you want to perform. Depending on the type, certain Actions can be selected below, such as Create and Delete.
In the next step, you select which group of members the changes will affect. This is determined by a previously created Member List, customer numbers from an Excel file, or by selecting All Members. Additionally, a restriction to defined clubs is possible.
The next view varies depending on the selected action type, as, for example, contribution adjustments require different information for processing than rest periods or extraordinary cancellations.
Examples of bulk Editing
Contribution Adjustment
A separate Help Center article has been created for Contribution Adjustments.
Stop Collections and Reminders
To suspend collections, invoicing, debt collection, or reminders, select the type Stop Collections and Reminders. Enter a meaningful description and select which actions should be stopped. It is possible to specify an end date for the suspension, so collections or reminders can be resumed afterward.
In the following example, collections and reminders are suspended until 31/08/2024.
Change the Dunning Level of the Customer
To adjust the dunning levels of a selection of members, select the type Change the Dunning Level of the Customer. Enter a meaningful description and select which dunning level the members should be set to. You can assign dunning fees as well as set access and collection blocks.
In the following example, the dunning level of the selected members is set to level 1, a dunning fee of €5.70 is assigned, and access and collection blocks are set.
Preview
In the final step, click on Create Preview. The requirements will be processed, and the list will be made available as a preview. Click on the entry to display the details for editing. Members who cannot be processed will be shown separately, possibly with a reason provided.
In the title bar, you can execute bulk Editing or Discard Preview. Through the three-dot menu, you can export the members as an Excel file.