Bulk Update Opportunity Attributes

If you need to change the information for more than one opportunity at once, you can use the bulk update function to do so. For example, if the contact person has changed for all of your Warehouse events, you can change the staff member that is listed as the Organizer for all of those events at the same time.

To perform a bulk update of opportunity attributes, follow the steps below:

1. Login to your CERVIS Account.
2. Click on Search / Manage Existing Opportunities under the “Opportunity Management” heading on the Main Dashboard. 
3. Search for and select the opportunities that you want to update. Select all returned results by clicking the checkbox in the heading or select a specific subset by clicking the checkboxes next to individual opportunities.
4. In the selection box above the search results, select Update / Edit Selected Opportunities.
5. Click the button to the right of the selection box with the same name.
6. Select the item(s) that you want to update.
7. Click the Select Item(s) to Bulk Update button at the bottom of the page.
8. Set the item(s) you are changing to the desired value(s).
9. Click the Update Opportunity Information button.
10. Confirm the update.

Please note that if you are updating multiple opportunities with different Opportunity Types (e.g. Time Slot and Normal Events), not all attributes will be available to update.

The fields that are available to update in bulk are listed below:

• Opportunity Name
• Opportunity Name (Find and Replace)
• Opportunity Description
• Start Date
• Start Time
• End Date
• End Time
• Service Credit Hours
• Log Service Project Hours
• Number of Volunteers Needed
• Allow Waitlist When Registration is Full
• Organizer
• Secondary Organizer
• Meeting Location
• Meeting Location Address
• Send Automatic Reminder E-mail
• Send Automatic Reminder SMS
• Require Liability Waiver/Medical Release
• Automatically Approve Service Project Applications
• Interest Category
• Secondary Interest Category
• Enable CERVIS QuickReg
• Opportunity Status
• Publish Online

Additional Organizer Options:

• Assign Managing Group
• Display Contact Information
• Allow Organizer(s) to modify Opportunity Details
• Notify Organizer(s) of Completed Registrations
• Notify Organizer(s) of Canceled Registrations
• Send Reminder E-mail to Organizer(s)
• Sign-in Sheet Field Selection

Registration Restriction Options:

• Gender Registration Restriction
• Age Range Registration Restriction
• Background Check Registration Restriction
• Custom Field Registration Restriction
• Checklist Item Registration Restriction
• Group Membership Registration Restriction
• Allow Registration Restriction Override
• Registration Restriction Failure Message
• Allow Registration Restriction Override

Advanced Options:

• Opportunity Tags (Add)
• Opportunity Tags (Remove)
• Additional Information for Confirmation/Reminder E-mail Message
• Private Notes
• Log Opportunity Impact
• Impact Tracking Item (Add)
• Impact Tracking Item (Remove)
• Assign Associated Group
• Assign Linked Event
• Assign Linked Award
• Scheduled Posting Date
• Scheduled Posting Time
• Time Zone
• Display Service Project Dates header
• Allow Multiple Time Slot Registrations
• Require Approval of Volunteer Self-registration
• Allow Volunteers to include a note when registering for this opportunity
• Display Registered Volunteers to Public
• Pin to the Top of the Opportunity Listing
• Automatically Close Registration
• Automatically Hide Open Slots Until