Need to bulk-add new transaction review reports
J
John
It's in the title. We have a new custom transaction review report we want added to all clients. There should be a way to do this en masse, instead of going client-by-client to add this one report.
And, no, adding it to the task template doesn't work because the task template isn't customized on a client level, and if I apply a task template to a client with custom transaction review reports, all our custom reports get lost. So that's not a solution.
In short: There should be a "Copy to Client" button for each transaction review reports which copies that TRR to another client.