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Mass reassignment of preparer and staff preparer
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Mass reassignment of preparer and staff preparer
Mass reassignment of preparer and staff preparer
Submitted by KC_ a week agoIt would be helpful to be able to select multiple clients and change the assigned preparer and/or staff preparer.
For example, when there are staffing changes, you could filter your clients based on the old staff preparer, select them all, edit staff preparer, and choose the new staff preparer.
Right now, I have to go into the Client Info section of each file and manually choose the new preparer/staff preparer from the dropdowns.
This could be a tool called "Edit Multiple Clients", which could have subsections including Preparer, Staff Preparer, etc. And it could be expanded to include other fields such as Custom Filter, Priority, etc.
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