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Status Under Consideration
Created by Guest
Created on Jan 24, 2022

A option to change all client addresses at once

The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that change for each client and to have to then also have it apply to the 1099s to make sure they are correct.

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Merged
As firms are merging, it would be great to have multiple firm addresses to choose from during the client setup process via a drop-down
over 2 years ago in  0 Under Consideration