Ideas & Enhancements
We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be slow. A way to select in bulk from a list is needed.
We recently signed up for the mail chimp integration. Being able to add parties, and etc in bulk to a managed mailing list is key. We were looking forward to using the mail chimp integration for our monthly mailers such as Birthday's, Holiday's etc however we can only add each item one by one and for a mailing list that has over 300+ people this is very time consuming. Please add in future release. The bulk upload functionality should be a feature in all areas of this application where multiple clients/cases have to be considered.