How to mass update fund rep types
  • 17 Nov 2023
  • Contributors
  • Dark
    Light
  • PDF

How to mass update fund rep types

  • Dark
    Light
  • PDF

Article summary

I need to mass update the fund rep type code on the fund association tab, how can I do that?

Answer:

To mass update the fund rep type code itself, (not the DonorCentral access fields), you can copy the fund rep types, and then when done, delete the old un-needed code.

Copy Fund Representatives

Delete Fund Associations




Was this article helpful?