Hello All!

I am returning to Lacerte after 20+ years and struggling with the functionality from the workflow side.

I want to be able to select multiple clients and apply changes to all (not status updates). 

Example: we had a couple preparers leave and I need to reassign the Staff Preparer. Rather than do this manually for each client, I want to be able to select a group of clients and apply the change to all.

How can this be done?

Much thanks in advance!

CW