When you make personnel changes to your business, going through each individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.
How to I add a Relationship Manager to multiple People?
You can use the Bulk Assign feature to assign a Relationship Manager to your People records in bulk. To do this:
Open the CRM app and select People from the main left-hand menu.
Highlight the records you want to assign the Relationship Manager to.
CTRL + Left click to highlight multiple records on Windows
CMD + Left click to highlight multiple records on Mac
Click on Bulk Assign.
Select Relationship Manager.
Choose Assign to selected.
Note: Selecting Assign to all will apply the change to every record in your database.
Select the Relationship Manager from the drop down.
You can choose to Only update records without an existing Relationship Manager by checking the box or overwriting the existing Relationship Manager with the new selection by leaving it blank.
Click Assign.
Click OK to confirm.
The Relationship Manager will be updated accordingly.
An email notification will be sent to the user updating the Relationship Manager once the update is complete.