Provide function to change addresses on multiple clients at once
When a firm moves to a new location, the address must be changed on most if not all clients. Provide an option where you could change the address on all clients or on multiple clients (perhaps selected from a list.)
1
MERGED
Allow multiple addresses to be setup and then provide drop-down for which to use during client setup & bank account setup
Merged
Allow multiple saved address to be selected from to expedite setup process
almost 6 years ago
in
0
Potential for future consideration