Did you know you can perform an action across multiple clients, all at once?
If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day!
On the client list screen (you can filter these via Advanced Search or any of the standard filters), just click on the downward action button next to any client:
This will show the following list of actions:
Do you already use this? What are some other bulk actions which has saved you time? Let us know!
