Written by We know how important your time is to you and your clients. That’s why we’re adding another utility to RPM to save you time—a quick way to update shared values across multiple clients!
On the new Client Information Update screen, you’ll be able to quickly filter out different groups of clients and update values for those groups, including account managers, client/support types, and balance limits and minimums. Just like on the transaction update utilities, you’ll be able to update information for individual clients as well as using Update All to change the information all at once.
Here’s a peek at what the screen will look like:
Cheers to spending less time altering client records and more time doing anything else!