Bulk Actions for Accounts
If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.
15
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Anonymous
shared this idea
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Snow Sniper commented
This would be a very handy tool to have. Would definitely make things easier
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Jackie Cole commented
I agree we need more bulk contact actions so we can change account type and other account details on multiple accounts all at once instead of editing each contact. Please add more bulk actions!
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Brett Sutherland
commented
I see a lot of old accounts from previous advisors in the branch. The balance on the today screen is useless without a way to filter or bulk change agent