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'
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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!
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Anonymous commented
yes, quite silly it's not there already
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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.
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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!!!!!!!!!!!
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Anonymous commented
Bulk Contact Change Client Review