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We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded  · 

Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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  • Anonymous commented  ·   ·  Report

    Bulk actions should help with that

  • Anonymous commented  ·   ·  Report

    way toi builk change renewal dates

Redtail CRM: Bulk Actions

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