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Bulk update Know Your Client fields

I would like to be able bulk update the Know Your Client Fields. For example, every firm has to send out an ADV Offer Update and Privacy Policy Annually. These notices/offers go out on the same date every year all at once. We need to be able to then bulk update the date fields in Know Your Client for these as opposed to a one-by-one update which takes an extraordinary amount of time. Thanks.

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Joshua Wright shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    This would be easier then having to do a custom export report, editing it, and then sending it back to Redtail for a bulk update.

  • Anonymous commented  ·   ·  Report

    I agree. This would be a welcomed feature.

Redtail CRM: Know Your Client

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