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Change the Servicing Advisor for contact records in bulk

You can learn more about creating Servicing Advisors for your database here.  In this post I just want to cover how you would go about adding or editing the Servicing Advisor for multiple contacts in bulk.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts to whom you want to edit the Servicing Advisor:


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In the example above, I've run a search that yielded 99 records (only partial results are displayed in the screenshot) — I then selected six of those records for whom I want to add or edit their Servicing Advisor.

My next step would be to click Options in the Result Options widget to the right of my search results and then to select Bulk Servicing Advisor Change from that menu:

 

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After clicking Bulk Servicing Advisor Change, I'll then see the Change Servicing Advisor dialog, where I can add then clear the Servicing Advisor for each of these six records or choose from my existing Servicing Advisors to apply one of them to these six contact records:

 

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The Servicing Advisors available here are those that your database users have established within your CRM - you can learn more about adding Servicing Advisors to your database here.  

To select a Servicing Advisor, just click the arrows in the New Servicing Advisor box, click your desired Servicing Advisor and click Change Servicing Advisor:

 

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In the above example, once I click Change Servicing Advisor, these six contacts will have "James Hendrix" displayed in the Servicing Advisor field within their records.

As you can probably see, it's a quick and easy method to change the Servicing Advisor for multiple clients at one time.  Note: Servicing Advisor is a searchable field within Redtail CRM, so you can easily search for all records with a specific Servicing Advisor.

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