Applying Obligation Templates to individual Contacts and in bulk

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After you have set up an Obligation Template, it can be applied to an individual contact or multiple contacts at once.

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Apply Obligation Templates to individual contacts

Click on the Contacts icon in the toolbar.

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Search for the individual contact in the Contact List.

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Click Member Activity in the contact’s record to open it. If one is not already set up, you will need to set up an Activity Account before an obligation can be applied.

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Click Add Obligation.

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Using the Obligation Template drop-down menu, select the obligation template.

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Click the Use Template button. The fields will auto-populate with that template’s details.

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Click Save.

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Apply Obligation Templates in bulk

Obligation Templates can be applied to multiple contacts at once using the Bulk Apply Obligations… tool.

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In Contacts, click the Tools dropdown and choose Bulk Apply Obligations…

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Select an activity account template.

If tags have been added to your contacts, you can filter by tag to add Obligation Templates to different groups of contacts. Click Show Contact Filters. Under Filter by Contact Tag, click the box next to the tag(s) for the group you want to apply Obligation Templates to.

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Click Select all (deselect any contacts you don’t want to include or hold shift to select a range)

From the dropdown menu next to Obligation Template, choose the template. 

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When the details of the Obligation Template appear, click Apply. (The number that appears in the Apply button refers to the number of contacts the obligation will be applied to.)

NOTE: Obligations can be added to a maximum of 150 contacts at a time. Repeat the process to add Obligations to the remaining contacts.

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