Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
23
votes
Melanie McPhillips
shared this idea
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Elisa Harris
commented
This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.