Add recurring actions to multiple records at one time
I would love to be able to run a grid report pulling in as many clients as I want, and add a recurring action to all the records at one time .......just like it's possible to add a regular action to multiple records at one time.
It is extremely time consuming, not to mention mind-numbingly boring, adding new annual or quarterly recurring actions to our clients' records. Any chance begging would help? ;-)