Bulk Update Assignees on Questions to Client | Feature Requests

Bulk Update Assignees on Questions to Client

complete

Nicole Ross

It would be great if there was a bulk option to update the assignee for transaction questions (similar to how tasks can be bulk updated). Because having to update these manually is tedious and time consuming

June 26, 2026

Ryan Le Roux

updated the status to

complete

Hi Nicole - this is now possible via "Ask Double". Here's how to do it.

Open "Ask Double" from the client you are working on (sparkle icon in the top right corner of the app).
Provide instructions to the AI: "Assign all open transaction questions in client communication to [insert contact name].
Wait for the AI to finish - then refresh the app.

Voila - all the open transaction questions for that client should have the assignee updated to the contact you provided.

Nicole Ross

Ryan Le Roux this is amazing! Thank you so much for letting me know, I appreciate it. It worked beautifully!