Bulk Change Candidate Checklists

It would save a lot of time to be able to bulk change which checklist a candidate is assigned to. The main issue occurs when candidates for future years fill out an inquiry form/register for an event and they have to be processed. At this point, I have been creating a "futures" checklist and assigning any future-year candidates to it. Once the new admissions year comes around, I can modify the futures checklist for a particular entering year only, but then any new inquiries that come in will get the updated checklist instead of the original futures setup.

Ideally, it would be so helpful to be able to select a group of candidates by entering year or some other category, and then assign them to a new checklist all at once. Right now, the only similar option seems to be to go to each candidate record and switch their checklist individually.

  • Troy Burki
  • Sep 9 2021
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  • Brian LeBlanc commented
    September 10, 2021 02:51

    Yes, this would be very much appreciated. We had the same problem this year when the new admissions year began.