Ability to delete all clients off of an employee
J
Jordan Boeshart
There is an option to assign all clients but not an option to remove all clients. Would be helpful to have a remove all clients option from that screen as well to make employee offboarding or client transitions faster.
Log In
L
Lindsey Denson
100%! We still have an old employee with a current profile (that we have the log in access to), just to monitor items she might still be attached to