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:
Then, click the Contact Options menu above your search results and select Bulk Actions:
Next, select Written Agreements Review Change from the Bulk Contact Actions modal that appears.
After clicking this, you'll then see the Change Written Agreements Review modal, where you can enter Dates for each of the types of Written Agreements listed here for each of the selected contact records.:
Note: there is an option to "Overwrite existing value" for each of these Agreements. This means that if any of the 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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