Act on selected query results - Advocora Help Center

Run a query, review its results, then select the records you want to change. The toolbar shows the selected count.

Select the intended scope

Confirm the result mode: contacts, individuals, or gifts.
Select individual rows or use the page-selection control.
If you want more than the displayed page, use the offered all-results selection and check the resulting count.
Verify a few selected records before opening a bulk action.

Do not assume selecting the page automatically selects all query results. Read the selection count before confirming.

Available actions

Result mode	Actions offered
Contacts	Add Tags, Remove Tags, Add Note, Delete
Individuals	Add to Email List, Remove from Email List, Add to Collections, Remove from Collections, Opt In, Opt Out, Delete
Gifts	The contact/individual bulk editing and deletion actions are not offered

Choose the action, complete its dialog, review the scope, and confirm. Check the result or rerun the query afterward: a change can mean a record no longer matches the original conditions.

Delete is irreversible and may be refused for protected records. Read the dialog before proceeding. Updating opt-in status should reflect the person’s actual communication choice; list membership alone does not establish consent.

Troubleshooting

If an expected action is absent, check the result mode. If it is denied, check your permissions. If a large operation reports partial results or errors, review which records changed before repeating it; repeating an Add Note action can create duplicate notes.