You can easily modify records in bulk based on a common Original Source. There are two steps.
Step one: Build your list
- Prerequisite #1: Have the exact text of the target Original Source
- Prerequisite #2: Create any code(s) that you want to assign based on Original Source
- Go to Lists and Reports
- Select New List tab
- Select New Constituent List (assuming it's people, not orgs)
- Select the checkbox for Interests and Memberships
- Type the target Original Source in the corresponding textbox
- The selection should default to 'include'
Step two: take action
At this point, you've built your list and received a response of how many records matched your query. As long as your results are as expect, the next step is to do something with that list. The two appropriate options are:
- Save this list for future use, then execute it.
- Execute this list but do not save for future use.
Make the appropriate choice based on whether you want to re-run this query at any time in the future or if this is a one-time query. If the former, you will be routed to a page to save the details of the list. Once that is complete (or if you choose Execute and do not save above) you will be routed to the Take Action page.
Here we take action on this list.
- Select the option for 'Mass-Edit these records'. This will send you to the mass-edit page with the results of your Original Source query.
- Select the appropriate codes that you want to assign records in this query
- Click Continue
- This will modify all records in the query (step one above) with the code(s) you selected.