The ability to assign the Role of Advisor, Associate Advisor or CSA (Customer Service Associate or Certified Senior Advisor) to your database users for individual contacts (and to assign Workflow Tasks to Roles, rather than database users or teams) is available within Redtail CRM. If you are an admin database user, you can apply Roles either to individual contacts or you can apply in bulk to a group of contacts. Below we will take a look at how you apply these settings using both methods.
Add Roles to an individual contact
Add Roles to a group of contacts
To add roles in bulk, you would need to bring up the group of contacts to whom you want to apply the roles on your Search page within Redtail. After the contacts are on your Search page, you can select the ones you want to apply the roles change to and then select Bulk Actions from the Contact Options menu:
Within the Bulk Contact Actions modal, you'll see "Role Assignment" (and "Remove Role Assignment):
Click "Role Assignment" and you'll see the below:
You can then proceed to assign roles in bulk, using the same procedure as described above for individual contacts. Note: if the contact already has someone assigned to one of these roles, that information will not be overwritten for them unless you check off the "Overwrite Existing" box next to the role you are attempting to change in bulk.
Remove Roles from a group of contacts
To remove roles in bulk, you'll need to get all contact records with that role setting to your Advanced Search page first. Just run a search for that particular role to turn those contacts up, as in the example below:
You'd then select all of your search results, click the Contact Options button and then click Bulk Actions:
On the resulting modal, click "Role Assignment":
You'll then see the below modal:
You can then select the Advisor, Associate Advisor, and/or CSA you want to remove from those records, check off the appropriate "Remove" boxes, and click "remove from roles" to remove the role(s) from the contacts.