Firm360 allows you to manage multiple Client Actions at once using bulk actions. This feature helps streamline task management by allowing you to mark multiple actions as complete or delete them without updating each item individually.
Use case: You forgot to remove client actions from your project template, your project kicked off, now you have open client actions that were sent to clients. You will want to follow the steps below to delete or mark 'done'.
Bulk Mark Client Actions as Done
To mark multiple Client Actions as completed:
Navigate to the Client Actions section.
Select the checkbox next to each action you want to update.
Click Bulk Mark Done.
Confirm the action.
The selected Client Actions will be updated and marked as completed.
Bulk Delete Client Actions
To delete multiple Client Actions:
Navigate to the Client Actions section.
Select the checkbox next to each action you want to remove.
Click Bulk Delete.
Confirm the deletion.
The selected Client Actions will be permanently removed from the list.
Notes
Bulk actions allow you to update multiple Client Actions at the same time, saving time when managing large numbers of tasks.
Once deleted, Client Actions cannot be recovered, so be sure to review your selections before confirming the deletion.
Rules for each type of client action:
Form Request, Client Actions, Pay Invoice = Bulk Delete
Document and Signature Requests = Bulk Mark Done