Recurring Schedule statements all clients

Feature Request
1

Hey guys I know you can create a schedule we would like to enable this for all our clients

I believe the only way to do this at the moment is to go in to each client and set-up a schedule. Can we get a global function to enable this for all existing and new.

Another question is on the schedule statements what is action sent what items are hidden and what period is used? Can this be overridden per client?

1 Like
2

Hi @MearTech

Thanks for the suggestion! We’ll certainly keep this thread open and track interest in this feature going forward.

Our knowledge base covers this here:

Hope that helps!

1 Like
3

This feature would be really helpful for our business too

1 Like
4

It would be of value to us for a default schedule to be applied to all new clients.

1 Like
5

This is definitely something we need! I have only just found this feature and have already over 200 clients. I do not have the time to go through each one separately.

A global setting, perhaps in Advanced Features would help?

6

Plus one for me. Global setting that can be turned on or off for each client