add title and preferred name to existing constituents in a batch

Andrea Fihe · May 2022

Hello - I am needing to add missing titles (Mr. or Ms.) as well as preferred names to over 2000 constituents who already exist in our CRM. Is there a way to do a batch upload? Thank you.

Austen Brown · May 2022

Hi @Andrea Fihe - Welcome to BB Community! The easiest way to accomplish this is through an Import. Check out this KB Article 52529 for more information and this import user guide.

Faith Murray · May 2022

Andrea, if you need help walking through the import, I'll be happy to help. ?

Andrea Fihe · May 2022

Thank you so much, Faith. Is there a way I can contact you? Andrea

Austen Brown · May 2022

Hi @Andrea Fihe - The best way to contact Faith is by messaging her within the Community. If you visit her profile, you will see a “Message” button just below the bottom right corner of her cover image.

Andrea Fihe · June 2022

Thank you! ?

add title and preferred name to existing constituents in a batch

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