If you search for a list of people and you want to only part of the results to another code, then you can do that with the following steps.
If you want to add a code to the full results, then follow the instructions for How to add a code to multiple records.
Prerequisite. You will want to create your target code before you begin. For example, if you want to assign records to the code, holidayparty2020, then create that code first.
From the Constituents module. When you search from within Constituents area, then you will see the results as a list. At the bottom of the list is the ability to take action. You can take action on the full list or just part of the list.
Note: To take action on only part of the list your list must be less than 500 records.
If you click take action on part of the list, the list results page will rebuild and will reappear with the full list results and with check-boxes next to the records.
From here, check the specific records to take action on. Then click Take Individual Action again.
You will then be taken to the Take Action page, where you will click 'Mass Edit' existing records. The list of people you checked above are stored as the target action list.
In the mass-edit form, simply select the code you want to assign to this list and save.
From the Lists and Records module. From Lists and Reports, the process is mostly the same. The one difference is that the Lists and Reports does not automatically send you to a list of results. It sends you straight to the Take Action page. To get to the results page, click View or Print your list.
This will send you to the lists of results. From here, follow the exact steps as above.
Note: As above, to take action on only part of the list your list must be less than 500 records.