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Apply Written Agreements Review Dates to contacts in bulk

Written Agreements Review Dates are tracked in the Know Your Client area within Contact Records.  In this post I just want to cover how you would go about adding or editing these dates 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 make these changes:


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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 a Written Agreement Review Date.

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 Written Agreements Review Change from that menu:

 

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After clicking Bulk Written Agreements Review Change, I'll then see the Change Written Agreements Review dialog, where I can enter Review Dates for each of the types of Written Agreements listed her for each of these six contact records.

 

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Note: there is an option to "Overwrite existing value" for each of these Agreements.  This means that if any of the six contacts selected already have a date entered for any of these Agreements, you can overwrite the date for this Agreement in their record with the date you enter here.


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In the above example, once I click Save Written Agreements Review, these six contacts will have a review date of August 1, 2012 listed for the Signed Fee Agreement field in the Know Your Client section of their record.   If any of them previously had a date entered for this field, that date will be overwritten with 8/01/12.

As you can probably see, it's a quick and easy method to add Written Agreements Review Dates for multiple clients at one time.  

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