The Bulk Add Package feature can be used to create multiple packages at a time.
- First, run a contact search to pull up a browse list of the recipients that will be linked to the new reports
- Once the browse list is displayed, choose the Bulk Add-Package option under the SatuitCRA® menu
- You can choose to not create a package for certain contacts by unchecking the box next to their name
- Click Next
- Choose a package template for the packages being created
- Click Next
- From the Package Details screen, you can edit the Output Type for the packages being created.
- Click Create Package
- The bulk add package task will then be added to the My Reports/Outputs queue where you can view the status of the task
- Search for packages by filtering on open vs closed accounts
- Configure package search form
- Search packages
- Select yes or no and search
- Configure package browse list to show Linked Accounts
- Search on packages
- Click configure
- Expand Package node
- Select Linked Account and add
- Press save