It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for fields which are not linked to Companies House or HMRC deadlines.
Desperate for this feature
Hi Joe,
That would work for me too. For as long as there are no bugs messing up your existing data when you import your spreadsheet. :-)
Many thanks.
Similarly, I'd like to be able to use a spreadsheet import to update existing clients.