Client Batches

Program Navigation: Simplicity > toolbar > CRM Batches

Navigation:  The User Interface > What is in Simplicity > Toolbar >

Client Batches

Program Navigation: Simplicity > toolbar > CRM Batches

Show/Hide Hidden Text

·Client Batches is a feature that allows a user to create a batch of clients for which a specified change or record should be made

·The batch parameters inserted or selected will indicate the details of the changes/records that will be made to/for the selected clients

·Once the batch is executed, all changes/records indicated in the batch parameters will be implemented

·The list of clients available can differ if the batch window is accessed using the "Batch from Filter" feature

·It is recommended that this feature is used olny by senior users as the batches created here can affect and upload the payment plans and client details of multiple clients at once


Click on the following headings to expand:

Minus18Client Batches browse

 

 

Minus18Additional Security