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.
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Brett Sutherland
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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