Change Person "Type" en masse
All of the individuals that I have imported defaulted to "student". I am trying to change the type for parents, volunteers, and parents/volunteers without having to go into each individual profile. I tried exporting and making the adjustments on the .xlsx file, but even after re-importing with the updates, no changes are made to their "type". Please advise.
Hey there! So sorry for the delayed reply.
We will check into issues on import... but for now, the fastest way to change without having to go into each individual profile is to use the LIVE DATABASE EDIT FEATURE. Go to settings, turn on "Live Database Editing" then click save. When you go back to "All People" you will be able to double-click on a field and change it right there without opening the profile.