Batch Update Workflow Enhancement
We would like to be able to select some filtering options and see client names as we do when using the 'Batch Assign Workflow to Tax Returns' (in Maintenance> Central Workflow>Personal Tax (ref screen shots 1 and 2) to the 'Batch Update Workflow' process as currently we only have client codes showing (ref screen shot 3) which is not sufficient when working on updating 100 clients/ 6000 clients for instance. It is not filtering our clients list enough to help make a quick workflow bulk update as we have to scroll through the whole 6000 clients UTRs to chose our 100 clients to update.
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Marie Batt-Delannoy
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