RELATED IDEAS
BULK EDIT MANAGER FOR CLIENTS
They should be some options within the Clients page to enable us to update the Practice / Manager field in bulk.
If 'Hannah' is the Manager for 500 clients and we want to split that between 'Amie' and 'Dean' on a 250 each basis - we have to go in one by one and update the Manager field.
Can we have a tool to update the Manager for multiple clients which are selected
Or another solution to achieve the same result would be an Export / Import routine where the fields required to be updated and imported back into the database.
Hi Jay, absolutely. See also idea AM-I-125 - clients mass update. It would be a sizeable time saver if you could bulk edit clients in BM.