Wizard or System Process to Bulk Share Contact Card data to Relationships

Currently,  if a user record has demographic data (address & phone numbers)  that should be shared to other user records they are related to,  we have to go to each record and share each piece of data individually.  The only way to do this in bulk is with a data refresh file,  which can take a lot of time to prepare.  

 

It would be very helpful if we can select a custom list of user records,  designate what info needs to be shared to which records,  and then click a "Process" button that will share the info to the designated records in bulk.  

  • Karintha Marshall
  • Nov 28 2018
  • Implemented
K-12 Core / Data
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  • Karintha Marshall commented
    February 25, 2019 18:57

    Got it,  thank you!

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  • Janet Wittenberg commented
    February 25, 2019 18:53

    Good news!

    As of 2/6/2019, you can “refresh” or update any combination of data fields on your own using the data imports. You will no longer need to wait 3-5 business days for Blackbaud to process a data refresh file. You can choose to update or add data for as many fields and/or users as you need to. If you use the import tool you do not need to adhere to the 25 record minimum. 

    The relationship import allows you to tie people together with relationships – these relationships can be peer-to-peer (I.e. spouse, sibling, cousin, etc.) or hierarchical (parent, grandparent, etc.)  In addition to "resides_with" being a relationship setting, if it is “Y” or “Yes” in the file AND the home address_1 is identical for both users, then a home address/phone sharing will be created.  Home phone numbers work the same way.

    See detail here


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