Bulk Delete/Remove Clients from Template Schedules | Voters

Bulk Delete/Remove Clients from Template Schedules

complete

Cassandra Scott

Would be great to be able to bulk delete a client from Template Schedules - currently, if we are no longer working with a client, we have to go into each template and schedule to remove the client from the template/schedule. Would be handy to have the ability to do this in bulk

October 30, 2023

Sunniva Andersen

marked this post as

complete

This update is now live! You can bulk manage clients on schedules via

Bulk Actions on Templates and Schedules

: https://support.xbert.io/en/articles/13902430-how-to-use-bulk-actions-on-templates-and-schedules

You can find a full overview of what’s included in the March 2026 release here: https://support.xbert.io/en/articles/13897924-march-2026-release

Sunniva Andersen

marked this post as

in progress

Lara Greenway

Along with this, the ability to identify which schedules a client is currently assigned to - we thought we could use groups, however they are not related and means we need to update the group and the schedule if we want to keep track.