bulk client type change
would be incredibly helpful to have an option to bulk change client type(go from association or business to individual) as when our files were imported a TON of individual clients were input as business or association. it will take a long time to correct individually.
3
votes
Larissa WIlson
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!