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Ideas & Enhancements
Created by Guest
Created on Sep 23, 2022

ADD A BULK ACTION FEATURE TO THE REPLACE PROVIDER FUNCTION THAT CAN BE USED WHEN PULLING A REPORT.

It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staff have been entering the cases incorrectly. Changing the provider for each individual case is quite time consuming.

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