Client questions - one question for multiple transactions
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Teresa Flores
It would be really helpful for both us and the client if there was an option to ask one question that applies to multiple transactions. For example, if there are several transactions on one day that look like they may be personal (like they forgot their personal card and had to use the business card), or if there is a new vendor with several payments and we need to know how they want all of them coded (or if any of them should be coded differently). Instead of having to ask the same question for each transaction (which could result in the client receiving 30 separate questions) we could group them into just a few bulk questions covering multiple transactions.
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Cortnie Grno Fetzer
Yes like a batch select and when u apply it applies to all!
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Sarah Koder
I would love this - and so would my clients!
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Tracy Jones
Agreed! Also would like the ability to add a new transaction to that question after it's been posed.