We are not able to use the Global Change process to edit interactions. Instead, we will need to use an Interactions Import to make any changes to the interactions. 

Step 1: Create a Query of the Interactions that will need to be updated. In this query, we will want to ensure that we output the following fields as they are required for an interactions import: Interactions\Interaction lookup ID, Interactions\Contact Method, Interactions\Expected Date, Interactions\Status, Interactions\Summary. We will also need to have the Constituent Lookup ID and Name in the output file. 
  1. From Administration, Click Analysis, Click Add an Ad-hoc query
  2. Choose the source view of Constituent
  3. From the middle drag Lookup ID to Results fields to display
  4. To filter on specific interactions, we could use any of the fields below:
    1. To filter on interactions with a specific Summary, we would use the field Interactions\Summary is equal to XXX in Include records where. On the left click Interactions, From the middle drag Summary to Include records where and set equal to the interactions with the Summary you would like to update
    2. To filter on interactions with a certain Contact Method, we would use the field Interactions\Contact Method is equal to XXX in Include records where. On the left click Interactions, From the middle drag Contact Method to Include records where and set equal to the Contact Method you would like to update
    3. To filter on interactiosn with a certain Expected Date, we would use the field Interactions\Expected Date is equal to MM/DD/YYY in Include records where. On the left click Interactions, From the middle drag Expected Date to Include records where and set equal  to the expected date you would like to update
  5. On the left, Click Interactions, From the middle drag each of the following fields to Results fields to display: Interaction lookup ID, Contact Method, Expected Date, Summary, Status
    1. ​Note: If the Status of the interaction is Completed, we will also need to include Actual Date in Results fields to display
  6. On the Set Save Options tab of your query, Name your query and Save. You query may look similar to the screenshot below
User-added image
  1. Click export to .CSV to export this file to be imported back into Altru
Step 2: Update the appropriate field field in the .CSV Export File. Ensure that when saving this file, you save as a .CSV file so that it can be imported back into Altru with the updated changes. 

Step 3: Import your file into Altru
  1. From Administration, Click Import, Click Add
  2. Expand Interaction, Click Interaction Batch, Click Add
  3. On the Configure Import File Screen, Name and Upload your CSV File
  4. Click Next
  5. On the Map Fields Tab, Manually map each of the fields in your import file. Your Process may look similar to the screenshot below
User-added image
  1. On the Set Options Tab, Click to the Other Tab and Update Search List fields to Quick Find
  2. Save
Step 4: Run your Import Process and Commit the Batch
  1. From Administration, Click Import
  2. Highlight the import and click “Start Import”
  3. Any exceptions will show on the Recent Status tab. You can fix the exceptions and run the import again. Note that the .csv file must be closed when you run the import
  4. Running the import creates a Batch. If you run the import multiple times you’ll have multiple batches so make sure you run the right one
  5. Review the batch prior to Committing (i.e. import the records into Altru)
    • Note: Committing the batch update all the records in your database and cannot be reversed. Please ensure all data is correct in the batch before committing. 
  6. Click on Batch Entry and highlight your batch created from the import process
  7. Click on Commit and check the commit process parameters (check the box to “Create a selection” and give it a name)
  8. Check the batch results and see the records have been update