Update Personal/Privacy Data through Queries
Change privacy for multiple profiles.
- Only available to administrators who have the Change Profile Field permission.
Use a query search to update the selections for profile fields or privacy on congregant profiles. This process lets you make the same privacy change to many records at once.
Family position cannot be mass changed. Those designated with a primary family position, like "Head" or "Spouse", can edit the information displayed on the profile pages of their family members. If you're not designated with a primary family position, you need the Edit Individual permission to update individual records.
You can set the Type of any custom profile field to be either a list or a multi list field. If you set the type to multi list, you can not use it with the Change Profile Field option.
Before you change privacy data, make sure you have the individuals' permission to do so. Individuals with Realm logins and and those who have opted in to the directory will be emailed about privacy changes. If you opt someone in to the directory, they will receive an email if one is listed on their profile.
- Create a query.
- Click Show Results.
- Select the check box next to each person whose information you want to change, or select the box at the top to choose all.
- Select Change Profile Field from the Select an action list.
- Select the field and the value it should have for all the selected profiles. Privacy settings for fields are also among the selections.
- Click Make Change, and confirm.