Team/Client Groups
The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.
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Jessica Shanstrom
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