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.
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Official comment
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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