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).
Melanie McPhillips
shared this idea
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Aria Dhariwal
commented
BRING BACK bulk address changes in XPM!
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Joeli Spencer
commented
This feature existed prior to the update. Apparently was removed due to low engagement. This is extremely important for our firm. It is efficient when we can update all group members/related entities considering an address change is generally for all contacts involved. Please bring back this feature to ensure our database/contact details is accurate and up to date. We have noticed that removing this option our database is already inaccurate. It also is negatively impacting our productivity having to open every single related client and update manually.
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Chloe Lee
commented
This feature will be a time saver and allow changing clients details much more efficient, especially for bigger clients who have many entities.
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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.