Please add the option to a bulk 'Review Frequency' change
It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
yes, quite silly it's not there already
Derek Pilkington commented
Agreed!! This would be a huge feature as we have over 1,000 households between 3 advisors (I know, too many), and we are changing our service model which includes changing our review schedule. Having a way to make bulk changes to review dates for different client categories/segments would be a very valuable feautre.
LaVonne Smith commented
YES! I have a segmented group of clients and would just like to change all their reviews to yearly vs. every two years or semi-annually etc.... and it is A LOT of work going into each one and changing them and base them on a certain day of each the week each month!!!!!!!!!!!
Bulk Contact Change Client Review