Crimson: People Search - Mass Append Flags, Keywords, Notes, Tasks, or Events to Results

People Search Results – Mass Append

After running a People Search query, your results will display and you’ll have several options available. One of the options is Mass Append. This option will allow Admin Users to mass append Flags, Keywords, Notes, Tasks, and Events to their People Search result records.

To start the Mass Append process, first enter the People Search criteria.  Once entered, click Search. Results will display on the screen. Click Mass Append to view the Mass Append Options (Please see Mass Append Option Details below).

Note: For more information regarding People Search see Crimson: People Search on the HelpDesk.

 

Once a Mass Append has been completed, a confirmation will appear on the screen.  Please note, if 500+ records are being appended, Crimson will queue the request. You’ll instead receive a notification in your Crimson Inbox (located at the top right corner of Crimson) once the append has been completed.

 

 

Mass Append Options – Flags

Flag Purpose

Flags are useful in organizing your People records and categorizing them in easily searchable groups. Crimson automatically creates a few basic flags for you, but you can create flags as you need them at any time.

Creating and Editing Flag

To create a new flag, go to Settings under the People menu. Under the Flag tab, a list of existing flags will appear. Click Add to create a new one. To edit an existing flag, click .

Mass Append Flags

To mass append flags to your People Search results, start typing the Flag code you’d like to add in the selection box. A drop-down of existing flags will appear. Select the flag(s) you’d like to mass append and click Submit.

 

Mass Append Options – Keywords

Keyword Purpose

Keywords are useful in organizing People records and categorizing them in easily searchable groups. They are similar to flags, but have a longer character limit.

Creating & Editing Keyword

Add new Keywords on the fly during Mass Append, or create them under the People menu Settings. Under the Keyword tab, a list of existing keywords will appear. Click Add to create a new one, or to edit an existing code.

Mass Append Keywords

To mass append keywords to your People Search results, start typing the Keyword code you’d like to add in the selection box. A drop-down of existing keywords will appear. Select the keyword(s) to mass append and click Submit.

 

Mass Append Options – Notes

Note Purpose

Notes allow you to keep track of additional info for records/donors.  Notes can be viewed directly from a donor’s profile.

Mass Append Notes

To mass append notes, begin by assigning a Subject and Date. Then add the Note you’d like to assign to all records and click Submit.

 

Mass Append Options – Events

Event Purpose

You can create and manage fundraising events and invitees in Crimson.

Creating an Event

To create a new event, go to Event under the People menu. Click Add and an event window will appear. You are required to assign an Event Code, Description, and Date. You can keep track of additional info for the event such as the location, time, host, etc. To edit an existing event, click .

Mass Append Events

To mass append an event to a list of results, select the existing event Code from the drop-down and the Status each record should be assigned (ie. invited). You can enter additional info such as RSVP date, table #, etc. and then click Submit.

 

Mass Append Options – Tasks

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Task Purpose

You can assign tasks to records in Crimson for yourself or another user to complete.

Creating a Task

To create a new task you need a subject, type, purpose, priority, who the task is scheduled to, who the task has been scheduled by, due date, an assigned on date, and an optional note.

Mass Append Tasks

To mass append tasks to your People Search results, start by assigning the Subject. Then select the Type of task (ie. meeting, call, or to do), the Purpose (ie. initial contact, follow-up, or prospecting), the Priority (ie. low, medium, or high), who the task is Scheduled For, who it was Scheduled By, the Due On date (date it should be completed by), and then the date the task was Assigned On. You can add an optional Note to the task and then click Submit.

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