Have you ever needed to add a keyword or event details to a large number of records in your database? You should take advantage of one of Crimson’s most popular features – the Mass Append. Through this feature, Crimson users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.
How to Use Mass Append
1. To get started with Mass Append, first open the People Search, which is under the People button on the left-hand menu.
2. Enter the People Search criteria that you need and click the blue 
button. Results will display on the screen.3. Click the blue 
button to view the Mass Append Options.
4. Once a Mass Append has been completed, a confirmation will appear on the screen.Note: Please note, if 500+ records are being appended, Crimson will queue the request. You’ll instead receive a notification in your Crimson Inbox (located at the top right corner of Crimson) once the append has been completed.
Mass Append Options: Flags
Flags are useful in organizing your People records and categorizing them in easily searchable groups. Crimson automatically creates a few basic flags for you, but you can create flags as you need them at any time.Mass Append Flags — To mass append flags to your People Search results, start typing the Flag code you’d like to add in the selection box. A drop-down of existing flags will appear. Select the flag(s) you’d like to mass append and click Submit.
Mass Append Options: Keyword
Keywords are useful in organizing People records and categorizing them in easily searchable groups. They are similar to flags, but have a longer character limit.Mass Append Keywords — Start typing the Keyword code you’d like to add in the selection box. A drop-down of existing keywords will appear. Select the keyword(s) to mass append and click Submit.
Mass Append Options: Notes
Notes allow you to keep track of additional info for records/donors. Notes can be viewed directly from a donor’s profile.Mass Append Notes — Begin by assigning a Subject and Date. Then add the Note you’d like to assign to all records and click Submit.
Mass Append Options: Event
Mass Append an Event – Select the existing event Code from the drop-down and the Status each record should be assigned (ie. invited). You can enter additional info such as RSVP date, table #, etc. and then click Submit.
Create a New Event — Go to Event under the People menu. Click the 
button and an event window will appear. You are required to assign an Event Code, Description, and Date. You can keep track of additional info for the event such as the location, time, host, etc.
Mass Append Options: Tasks
Start by assigning the Subject. Then select the Type of task (ie. meeting, call, or to do), the Purpose (ie. initial contact, follow-up, or prospecting), the Priority (ie. low, medium, or high), who the task is Scheduled For, who it was Scheduled By, the Due On date (date it should be completed by), and then the date the task was Assigned On. You can add an optional Note to the task and then click Submit.