Follow Ups in Bulk

I'd love to be able to schedule follow up tasks in bulk.  For example, after we get a new volunteer in our system, there are several things that we send them (just not all at the same time).  I like to keep track of these tasks in CERVIS - but when I get a bunch of new applications in, I have to set up the follow up tasks one at a time.  Would love to be able to manage these tasks in bulk.  

Nina Radetich - Make-A-Wish Southern Nevada (A30301)

April 27, 2018 23:39

-1

• Official comment

  

  CERVIS Customer Support

  May 15, 2018 14:47

  Hi Nina,

  The new checklist functionality that just came out in CERVIS version 6.1 should be exactly what you're looking for here.

  Warm Regards,

  CERVIS Customer Support

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