XPH - Bulk address change from Client group
In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?
Matt Hinton
shared this idea
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
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Judy Beckett
commented
bring back the 'green link feature' that updates associated clients address in a group.
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Patrizia Capolingua
commented
In the previous version of XPM, when updating a group member’s contact details (e.g. address), we had the option via a preview screen to confirm which fields to update and to whom else the update may apply to within that group. This functionality appears to be missing in the current Beta version.
This feature made updating details across a client group more efficient.