New bulk actions

The first of these is another updated aimed at assisting with Reg BI requirements: you can now update the Reg BI/Form CRS Date fields in bulk from the Accounts by Contact report under the Account Options menu.:

 

We’ve also added “Remove Role Assignment” as a Bulk Contact Option in order to simplify/clarify the role removal process.

The ability to assign the Role of Advisor, Associate Advisor or CSA (Customer Service Associate or Certified Senior Advisor) to your database users for individual contacts (and to assign Workflow Tasks to Roles, rather than database users or teams) is available within Redtail CRM.  If you are an admin database user, you can apply Roles either to individual contacts or you can apply in bulk to a group of contacts. The process for removing Roles in bulk is now more straightforward. You can read more about Roles here.