Bulk update of personal tax workflow from homepage
There is no way to select multiple clients on the homepage of personal tax workflow and update the step e.g. "Information requested" for the selected clients. It will only do it one by one. This is time consuming where a batch of information request have been sent out for example to Trust clients. Also it would be useful where we want to move steps along quickly for a group of partners or beneficiaries.
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Fozia Muddassir
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