Update Titles in Bulk with a Custom Query
You can use a custom query to update titles for many individuals at once.
- In the top-left corner, click your ministry hub then Realm. Then click .
- To search for all individuals who do not have a title on their profile, select Title from the Select a main attribute drop down menu. By default is blank is the secondary attribute.
- Narrow down the query by clicking And and then selecting additional main attributes. For example, depending on the title you are adding, you can query on attributes such as gender, martial status, or family position.
- To run the query, click Show Results.
- Select all individuals you want to update from the query results.
- Click Select an Action, then select Change Profile Field from the drop-down menu.
- Select Title in the first drop-down menu.
- Select a title in the second drop-down menu. You will see a before and after preview of the title change for all individuals.
- Click Make Change.
- Enter a reason for making the profile change if needed, then click Confirm Change.