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February 14, 2024
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Update Multiple Staff Preparers

Related products:Lacerte
  • February 14, 2024
  • 0 replies
  • 5 views

It is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a way to batch select clients and update the staff preparers. Similar to how we can Select multiple clients, hit F4 to apply same status to all selected clients.