Filter a roster, select the students and use Bulk Edit to change fields such as grade, status, enrolment year, student ID and multiple-choice custom fields.
Information can be edited in bulk via the Enquiries, Applicants, Students, and Alumni Rosters, found in the left-hand navigation bar. Fields that can be updated include Grade, Status, Enrolment Year, Gender, Student ID, and default and custom fields that are multiple choice, dropdown menu, or checkbox type.
To begin updating, navigate to the desired roster, Filter for the students you would like to update, and click Edit.
Next change the desired fields and click Save. Be sure to save each page that you edit before moving to the next page.
Using the Bulk Edit Button
You can select multiple applicants/students on the roster, click Edit > Bulk Edit button to bulk update their data. This function allows you to bulk edit a large dataset at once.
Choose the fields that require updating. You can select multiple fields from the dropdown list by using the 'Add' button.
Carefully review the list of students. Then, confirm the changes by adding the on-screen code > Bulk Edit.
The bulk editing process will start, and a green success message will appear when it is finished.