Can I assign a Staff member to multiple clients at once?
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Hey there Elizabeths! Great question! Unfortunately right now adding staff is not available as a bulk action.
The best option currently is to filter your client list to the criteria you're using to assign the staff, which makes it easier for you to work your way down the list.
In the meantime, we have added you to a feedback request for this in our feedback center. This counts as a vote in its favor and ensures you are notified should this feature be added to our roadmap.
If any other Thryv users want to see the ability to assign clients to a staff member in bulk, let us know in a comment!0
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