Clients groups - Bulk update contact details for members
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.
10
votes
Patrizia Capolingua
shared this idea
Thanks for your feedback, Patrizia, it's really good to hear about features that you find help you move efficiently when managing your clients and practice.
We'll get a sense of the interest from this here and I'll share if there are any updates.
